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Documentation Index

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Summary report listing vendors with total payments meeting the reporting threshold for a selected tax year at the in-app route /fa/reports/1099.

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Overview

This screen shows a 1099 reporting summary grouped by vendor for a selectable tax year (defaults to the prior calendar year). Three summary cards display the count of vendors requiring 1099 reporting, total payments for the selected year, and total transaction count. The main table lists each vendor with their vendor_number, name, form_1099_type, total_payments, and payment_count. An Export CSV button downloads the summary data. A notes section in the UI states that actual 1099 forms must be filed through official IRS channels or an approved e-filing service.

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Who it’s for

No explicit permission gate on this route. The route is registered without a RequirePermission wrapper in fa.tsx.

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Before you start

  • An organization must be selected.
  • Vendors must be marked as “Requires 1099” in vendor settings to appear in this report.

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Steps

1

Select a tax year

Use the year selector dropdown to choose the tax year (defaults to prior calendar year).
2

Review vendor summary

The table shows all 1099-reportable vendors with total payments and payment counts.
3

Export CSV

Click “Export CSV” to download the summary data (button is disabled when no data is available).

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Key concepts

  • form_1099_type — the IRS form type assigned to the vendor (e.g., 1099-NEC)
  • total_payments — sum of payments to the vendor for the selected tax year
  • payment_count — number of individual payment transactions counted

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/Report1099Page.tsx
  • src/cores/fa/hooks/use1099Summary.ts