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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

View and manage an individual 1099 tax form record at the in-app route /fa/tax/forms/1099/:id.

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Overview

This screen displays the details of a single 1099 form record, identified by its id URL parameter. It shows vendor details (vendor name, vendor ID, total amount), the current form status (draft, generated, or filed), and a box-level breakdown of IRS form box amounts keyed by identifiers such as box_1 through box_15. Users with the fa.tax.generate permission can create a correction form (1099-COR) when the form status is generated or filed. A “Create Distribution” action is available via CreateDistributionDialog for distributing the form to the recipient.

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Who it’s for

Required permission: fa.tax.view (enforced at the route via RequirePermission). The “Create 1099-COR Correction” action additionally requires fa.tax.generate.

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Before you start

  • An organization must be selected.
  • The 1099 form must already exist (created from the 1099 Forms list).
  • To create a correction, the form status must be generated or filed.

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Steps

1

Navigate to the form

Open /fa/tax/forms/1099 and click a vendor name or the View button to open the detail page.
2

Review vendor and amount

The Vendor Details card shows vendor name, vendor ID, and total amount.
3

Review box-level breakdown

The Box-Level Breakdown card lists all non-zero IRS box amounts for the form.
4

Create a distribution (optional)

Click the Create Distribution action to open the distribution dialog for this form.
5

Create a correction (if needed)

When status is generated or filed, click “Create 1099-COR Correction” to create a linked correction form. Requires fa.tax.generate permission.

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Key concepts

  • form_type — the IRS form variant stored on the record (e.g., 1099-NEC)
  • is_correction — boolean flag set to true on correction forms
  • corrects_form_id — links a correction form back to the original form
  • box_amounts — JSON object storing per-box dollar values

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/Form1099DetailPage.tsx
  • src/cores/fa/hooks/use1099Forms.ts