In Aplos, you use 1099 Tags to help you track payments made to your 1099-eligible Vendors. This makes it easy to prepare your return at the end of the year.

To track 1099s in Aplos, you will want to follow three easy steps seen below:

Step 1: Enable 1099 Tags

When logged in to Aplos go to the 1099 screen.

1. Navigate to Fund Accounting > Accounts > 1099s.
2. From the 1099 page, select “Enabled” at the top right of the page. 
   

Step 2: Map Expenses

On the same page, click “Manage 1099 Tags” at the top of the screen. This will provide access to the 1099 configuration screen to map your expense accounts to 1099 categories.
 

This is where you will select which category on the 1099 will be populated when you use certain expense accounts. Go through this, and assign each expense account to a category. Once complete, simply navigate away from this screen and the changes will save automatically. You can always return to this screen later to map new accounts or change your mappings.

Step 3: Track 1099 Vendors

Not every vendor is considered an independent contractor or eligible 1099 vendor. After assigning your expense accounts with your 1099 tags, you will need to mark which of your contacts will be tracked as a 1099 Vendor by adding them to the built-in list called 1099 Vendors.

1. Navigate to People -> Lists and select the 1099 Vendor list.
   
2. To add a new vendor, click the green plus (+) icon at the top right.
3. Search for the name and click on the contact.
   • It will display their name next to “Selected Contact.”
4. Select “Save & Close” or “Save & Add” to add a new vendor to the list.
   

A vendor’s address and Tax-ID are required before generating the 1099 report. Review each vendor in the list by clicking their name to open their contact profile. Then check their details tab to ensure the address and Tax ID are entered.

 

If you need to add their address and/or Tax ID do the following:

1. click “Edit Information” on their contact profile.
2. Locate the Tax ID field and input their Tax ID.
3. Scroll down to locate the Addresses field and input their information.
4. Once completed, click “Save & Close.”
   

Step 4: Tracking 1099 Expenses

Once your vendors are in the 1099 list and your expense accounts are mapped, any transaction that combines the mapped expense account and a 1099 vendor will automatically be tracked for 1099s.