(USA) Vendor update of tax 1099 information (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Accounts payable > Common > Vendors > All vendors. On the Vendor tab, select a vendor, and then click Tax information > Update 1099.
–or–
Click Procurement and sourcing > Common > Vendors > All vendors. On the Vendor tab, select a vendor, and then click Tax information > Update 1099.
Use this form to enter or update 1099 information for a vendor.
Note
(USA) This form is available only to legal entities whose primary address is in the United States.
Navigating the form
The following table provides descriptions for the controls in this form.
Fields
Field |
Description |
|---|---|
Vendor account |
The vendor account number. |
From date |
Enter the starting date of the period for which to include information in the update. |
To date |
Enter the ending date of the period for which to include information in the update. |
1099 box |
The 1099 box that information is being updated for. You can change this value on the Tax 1099 FastTab in the Vendors form. Note If you select G-2 and try to update all vendor records, you will be prompted to confirm the update. Typically, G-2 information is entered only after a careful analysis of an individual vendor. G-2 is available in this list only if the Public Sector 1099G configuration key is selected. |
State or province |
Enter the state or province of the vendor. |
Update all |
Select this check box to update all 1099 information for the vendor. Posted transactions for the vendor will be updated with the specified 1099 information. Note Manually created 1099 transactions are not updated with the Update all process. |
Recalculate existing 1099 amounts |
Select this check box to recalculate existing 1099 amounts for the vendor. All zero and partial 1099 amounts will be recalculated back to the full invoice transaction amount. Note Manually created 1099 transactions are not recalculated with the Recalculate existing 1099 amounts process. |
See also
(USA) About year-end 1099 reporting
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).