Your 1099s and 1096s must be mailed each year by January 31 and use an IRS-compliant form. Here are the basic steps you need to prepare your forms in Aplos:

1. Order your IRS forms (1099-MISC and 1099-NEC)
2. Review your 1099 report
3. Print on the 1099s and 1096 forms

Step 1: Order Your IRS Forms

If you are planning ahead, you can purchase the 1099 and 1096 forms from our preferred partner. You can also find the forms on the IRS website or at your local office supply store. 

Step 2: Review Your Form 1099 Report

Once configured, Aplos tracks all your 1099 expenses accounts and 1099 vendors, and displays them on your Form 1099 report. Navigate to the Reports screen, and click the Form 1099 report near the bottom of the page.

Here you can see all 1099-eligible vendors and their transactions. This report automatically filters out any vendors that have not met the $600 threshold or did not have expenses in an account mapped to a 1099 category.

The report will default to the date range of the current year, which you can change within your date filters. Choose the date range that best fits the timeframe you need to pull vendor history for.

You’ll also find Report Layout options. The report will default to show a summary of each vendor. You can utilize Report Layout to customize your report to display more information for each vendor. Click each checkbox you wish to display and click “Apply.”


Once you have your filters all set, you can share the report by email, save it to your Saved Reports to access at a later time, print it, or download it. 

Note: To print 1099 and 1096 forms, ensure the filter Amounts Over IRS Threshold is enabled

This report also shows any other missing information for a vendor. You’ll notice the vendor’s address and Tax ID are required before generating the 1099 report. Enter any needed information on the contact screen, and then navigate back to the 1099 report. Learn more about how to track 1099 Vendors.

Before downloading and printing your forms, ensure that your organization information is also up to date since this will be displayed on all forms. You can enter or update this information on the Org Info page. The administrator of your Aplos account can do this by going to Settings and selecting the Org Info tab. Check out our resource on updating Org Info.

Step 3: Print Your Form 1099s and 1096s

After entering the necessary information, go to “Extra Actions” and click “Download Forms.” For the Form 1096, provide the Name, Number, and Email for whoever is filing the form. Once finished, this will begin the process of downloading a zip files with Form 1099-MISC and Form 1099-NEC for each eligible vendor, as well as Form 1096 to be sent to the IRS. When you open the zip file, the data will be exported as a PDF and formatted to fit in the appropriate boxes and spaces on all three forms.

Tip: Test print the 1099 on a blank piece of paper first to ensure your printer is configured correctly and the values fit into the boxes. If everything looks good, load your form into your printer for the final print.