> ## 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.

# 1099 Reporting

> Summary report listing vendors with total payments meeting the $600 threshold for 1099 filing by tax year.

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

## 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.

## Who it's for

Access follows your organization's role and module configuration. The route is registered without a `RequirePermission` wrapper in fa.tsx.

## Before you start

* An organization must be selected.
* Vendors must be marked as "Requires 1099" in vendor settings to appear in this report.

## Steps

<Steps>
  <Step title="Select a tax year">Use the year selector dropdown to choose the tax year (defaults to prior calendar year).</Step>
  <Step title="Review vendor summary">The table shows all 1099-reportable vendors with total payments and payment counts.</Step>
  <Step title="Export CSV">Click "Export CSV" to download the summary data (button is disabled when no data is available).</Step>
</Steps>

## 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

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/fa.tsx
  * src/cores/fa/pages/Report1099Page.tsx
  * src/cores/fa/hooks/use1099Summary.ts
</Accordion>