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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.

List and manage all 1099 vendor tax reporting forms for the organization at the in-app route /fa/tax/forms/1099.

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Overview

This screen displays all 1099 forms for the current organization in a data table. Each row shows the vendor name (linked to the detail page), form type (defaulting to 1099-NEC), total amount, and status. A “New 1099 Form” button navigates to the form creation route. The table shows an empty state of “No 1099 forms created yet” when no records exist.

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Who it’s for

Required permission: fa.tax.view (enforced at the route via RequirePermission).

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Before you start

  • An organization must be selected.
  • Vendors should be set up in the Vendors section before creating 1099 forms.

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Steps

1

Navigate to the list

Go to /fa/tax/forms/1099 via the Finance & Revenue navigation.
2

Review existing forms

The table lists all 1099 forms with vendor name, form type, amount, and status columns.
3

Open a form

Click a vendor name link or the View button to open the 1099 Form Details page.
4

Create a new form

Click “New 1099 Form” to navigate to the form creation screen.

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Key concepts

  • form_type — IRS form variant (defaults to 1099-NEC when not specified)
  • status — lifecycle state of the form record (draft, generated, filed)
  • total_amount — total dollar amount displayed using formatCurrency

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/Form1099ListPage.tsx
  • src/cores/fa/hooks/use1099Forms.ts