Both the summary and detail reports sort by the transmitter control code, and then by each company using that transmitter control code.

The report totals by vendor, company, and transmitter control code.

Vendor amounts total by the 1099 category, and then by 1099 form total.

The company total prints after the last vendor and transmitter control code total prints on a separate page.

Summary Report

The Summary report includes the following information for each vendor: the vendor identification, full name, address, short name, tax identification number, and tax name, and 1099 Category.

Detail Report

The Detail report includes the same vendor information as the Summary report.

The Detail report also includes the following information for each 1099 category: propertycompany identification, payment date, invoice identification, invoice line number, invoice line description, and payment amount included in the totals.

Issues Page

At the end of the Summary and Detail reports, a separate page prints to alert you to any 1099 setup propertycompany or vendor issues.

• PropertyCompany issues can include propertiescompanies that are not associated with propertycompany groups or propertycompany groups that are not associated with companies.
• Vendor issues can include incomplete vendor 1099 setup, including missing or incomplete main or 1099 address, missing business type, missing tax ID, or missing tax ID type.
• Issues must be resolved before you can run the 1099 process, which creates the XML file that GEMM uses to produce 1099s. Refer to 1099 Process Prerequisites for more information on issues.

1. From the eFinancials menu, select Reports—AP Reports—1099 Eligibility.
2. From the Year drop-down list, select a year for the report.
3. To print a summary report, select the Summary button. Or, to print a detailed report, select the Detail button.
4. Accept the default of 600.00 in the field, Minimum Amount required for reporting Nonemployee Compensation, or enter an amount between 0.01 and 99,999,00. This amount defines the minimum amount required for a vendor to appear on the report for vendors with payments for code M07—Nonemployee Compensation.
5. Select one of the following report printing options:
• PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.
• Create Spreadsheet: Prints the report in an Excel spreadsheet.
6. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.