> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/company/vendor-1099s.md).
# Prepare vendor 1099s
Decide which vendors get a 1099, check their vendor details and amounts, and mark them ready for RollCredits to file.
Use the Vendor 1099s page at year end to decide which vendors get a 1099 and to hand them to RollCredits to file. Open it from **Company > Vendor 1099s** in the sidebar, which shows it to Owners and Super Admins.
{% hint style="info" %}
**Vendor 1099s** shows under **Company** in the sidebar. The **...** menu on the **Unmarked** and **1099 Ineligible** tabs has **Merge Vendor**.
{% endhint %}
## Which vendors and transactions count
The page covers one tax year at a time and brings together every production in your company.
* Only invoice transactions count toward 1099s. Other kinds of transactions don't appear here.
* An invoice belongs to the tax year if it was issued, added or paid that year.
* A vendor appears only if it has invoices in US dollars in the tax year and they don't add up to $0. Invoices in other currencies don't count toward any total.
* Marking a vendor eligible, ineligible or ready for filing applies to the current tax year only. When the page moves on to the next tax year, every vendor starts on the **Unmarked** tab again.
The note at the top of the page gives the deadline: mark every 1099 eligible vendor **Ready For Filing** by Jan 14th of the year after the tax year, so RollCredits can file your 1099s on time.
## The 1099 workflow
1. On the **Unmarked** tab, decide about each vendor. Select **Mark Eligible** or **Mark Ineligible**. To look at a vendor's transactions before you decide, select **See Transactions** (see [Decide whether a vendor gets a 1099](/company/vendor-1099s/preview-transactions.md)).
2. On the **1099 Eligible** tab, select **Review Transactions** for each vendor. Check which transactions count and which 1099 box each amount goes in.
3. On the review page, select **Ready For Filing**. The vendor moves to the **Ready For Filing** tab, and RollCredits files its 1099. Steps 2 and 3 are in [Review 1099 transactions and mark a vendor ready for filing](/company/vendor-1099s/review-transactions.md).
Need a walkthrough? Select **Take a guided tour!** next to **Need help?** at the top of the page. A guided tour opens in a pop-up.
## The tabs
Each tab's name shows how many vendors are on it, such as **Unmarked (12)**.
| Tab | Vendors on it | What you can do |
| -------------------- | --------------------------------------------------------- | ------------------------------------------------------------ |
| **Unmarked** | Vendors you haven't decided about yet | **See Transactions**, **Mark Eligible**, **Mark Ineligible** |
| **1099 Eligible** | Vendors that get a 1099 and still need review | **Review Transactions**, **Mark Ineligible** |
| **Ready For Filing** | Vendors you've reviewed and handed to RollCredits to file | **Review Transactions**, **Mark Ineligible** |
| **1099 Ineligible** | Vendors that don't get a 1099 | **Mark Eligible** |
Every tab shows **Vendor Name** and **Business Name**. The eye button on each row opens the vendor's details page (see [Edit a vendor's details](/project/vendors-and-pos/vendor-details.md)).
The totals columns add up the vendor's 1099 eligible invoices for the tax year:
* **Unmarked** has one total, **1099 Eligible Txs Total**, with all boxes combined.
* The other three tabs split it into **1099-MISC Box 1 Eligible Txs Total**, **1099-MISC Box 3 Eligible Txs Total** and **1099-NEC Box 1 Eligible Txs Total**.
Until you change a transaction on the review page, its full amount counts toward the vendor's **Default 1099 Location**.
### Unmarked and 1099 Ineligible
These two tabs use the same table as **Company > Vendors**. They also show **W9 Status** and **W9 File**, and you can rename a vendor or change its business name by editing the cell. The **...** menu at the end of each row has **Delete Vendor** and **Merge Vendor**. For those steps, see [Collect W9s from vendors](/project/vendors-and-pos/vendor-w9s.md) and [Manage your vendors and W9s](/company/vendors.md).
### Ready For Filing
This tab adds four status columns: **Recipient E-Delivery Status**, **Recipient Postal Mail Status**, **IRS E-Delivery Status** and **State E-Delivery Status**. They stay empty until RollCredits files the vendor's 1099. After that, they show the status of each delivery: to the vendor by email and by postal mail, and to the IRS and the state.
## Mark a vendor eligible
1. On the **Unmarked** or **1099 Ineligible** tab, select **Mark Eligible** on the vendor's row. The **Review Vendor Information** window opens.
2. If the vendor has no W9 on file, add it in **W9 Document** first. RollCredits saves it right away and reads the vendor's details from it. While it reads, **Extracting vendor info from W9...** shows and you can't edit anything. When it's done, the details it found fill in the empty fields, except **Contact Email** and **Vendor Name**. Fields that already had a value keep it.
3. Check every field and fill in what's missing:
* **Contact Email**: the email address RollCredits uses to send the vendor a digital 1099.
* **Vendor Name**: required, and must be different from every other vendor's name in your company.
* **Business Name (if different from above)**: the vendor's legal business name, if it isn't the same as **Vendor Name**.
* **Company Type**: the vendor's tax classification, such as **Individual/Sole Proprietor** or **Limited Liability Company**. Required.
* **Address**, **City**, **State** and **Zip**. All required.
* **SSN** or **EIN**. One of the two is required. Type all nine digits and the dashes are added for you.
4. Under **Default 1099 Location**, choose where the vendor's transactions are reported:
* **1099-MISC Box 1 (Rents)**
* **1099-MISC Box 3 (Other Income)**
* **1099-NEC Box 1 (Nonemployee Compensation)**
* **Ineligible For 1099**
5. Select **Confirm and Mark Eligible**.
The vendor moves to the **1099 Eligible** tab.
{% hint style="warning" %}
RollCredits files 1099s with the details in this window, so make sure they're complete and accurate. Any change you make here is saved to the vendor for your whole company. **Confirm and Mark Eligible** stays greyed out while a W9 is being read, and until every required field is filled in and every entry is valid.
{% endhint %}
The **Default 1099 Location** is only a starting point. You can move any transaction's amount to another box on the review page. Vendors start with **1099-MISC Box 3 (Other Income)** until someone changes it. If you choose **Ineligible For 1099**, the vendor's transactions start at $0 in every box. To keep a vendor off 1099s altogether, use **Mark Ineligible** instead.
## Mark a vendor ineligible
1. On the **Unmarked**, **1099 Eligible** or **Ready For Filing** tab, select **Mark Ineligible** on the vendor's row.
The vendor moves to the **1099 Ineligible** tab right away, with no confirmation step. To change your mind, select **Mark Eligible** on that tab and complete the **Review Vendor Information** window.
## In this section
* [Decide whether a vendor gets a 1099](/company/vendor-1099s/preview-transactions.md): look through an unmarked vendor's invoices with **See Transactions**, then mark it eligible or ineligible.
* [Review 1099 transactions and mark a vendor ready for filing](/company/vendor-1099s/review-transactions.md): choose which of an eligible vendor's transactions count, split amounts across boxes, add notes, and select **Ready For Filing**.
---
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