1099 Reporting

Find recipients

Use the tabs, quick filters, or search to find the recipients and information you need.

  1. Go to the Recipients page.
  2. Use the tabs, quick filters, or search to find recipients.
    • Recipients tab: All recipients except 1042-S recipients.
    • 1042-S Recipients tab: 1042-S recipients only.
    • Filter by error code: Select to review all recipients with errors or select a specific error code from the dropdown.
    • Filter by last modified by: Select a user from the dropdown.
    • Search: Enter a name, TIN, or account number in the Search bar. You must enter at least three letters or numbers.

Customize the Recipients page

You can select and arrange the fields shown on the Recipients page.

  1. On the Recipients page, click the Columns icon.
    The Columns icon is highlighted.
  2. Use the column-visibility icons:
    • To hide a column, click the Crossed-out eye icon.
    • To show a column, click the regular Eye icon.
    The Crossed-out eye and Eye icons are highlighted.
  3. Drag the columns to rearrange their order of appearance in the table.
  4. Click Apply.

The table reloads to display your preferences.

Tip:

To sort the recipient data by ascending or descending values in a specific column, click the column header.