1099 Forms Configurations

Overview

In GoldFinch, you can track 1099 Vendors and Vendor Payments. Additionally, at the end of the year, you can create a 1099 export file for the year-end reporting.

Setup

Navigate to the Account page to update the 1099 Vendor and 1099 Box fields.

Steps to Configure 1099 Forms

When creating a Vendor Payment, GoldFinch automatically retrieves the value of the 1099 Box from the Vendor account.

If the 1099 Box field does not appear on the Edit page, you can add it to the field set.