1099 Misc

Caren Johnson
Caren Johnson
Eighth Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
When running the 1099 Activity report the total for Non employee compensation for the year 2020 is incorrect. Is anyone else having this issue?

Comments

  • Carrie Klingenberg
    Carrie Klingenberg
    Ninth Anniversary Facilitator 1 Loyalty Badge

    The issue could be that your
    report is pulling vendors that have 1099 activity but arent checked
    as being 1099 vendors.



    Compare to see where you are
    off and see if thats the issue.








    Carrie Klingenberg

    Controller



    uc?id=0B5WGode-6nHIOEd4SjZIaEs5QVU



    St. Andrew's Episcopal School

    8804 Postoak
    Road, Potomac, MD 20854

    Phone
    240.477.1708 | Fax 301.983.4620






  • Caren Johnson
    Caren Johnson
    Eighth Anniversary Facilitator 1
    Thank you Carrie, but I pulled the vendors and they are marked as 1099 and have been for several years. It is just pulling some of the activity for these vendors and I am not sure what is going on. I also double checked to make sure I selected the entire calendar year (last calendar year) and I did.
  • Carrie Klingenberg
    Carrie Klingenberg
    Ninth Anniversary Facilitator 1 Loyalty Badge

    OK

    Are you looking at the
    vendor activity report or the 1099 Activity report?

    The 1099 Activity rapport
    should match.

    Make sure Vendors with less
    than $600 aren't pulling on the 1099 Report.










    Carrie Klingenberg

    Controller



    uc?id=0B5WGode-6nHIOEd4SjZIaEs5QVU



    St. Andrew's Episcopal School

    8804 Postoak
    Road, Potomac, MD 20854

    Phone
    240.477.1708 | Fax 301.983.4620






  • Caren Johnson
    Caren Johnson
    Eighth Anniversary Facilitator 1
    Hi Carrie,


    I pulled the 1099 Activity report and noticed that the total is extremely understated for a vendor we pay monthly. I then looked at the vendor activity for the year and realized that not all of the activity is being pulled on the 1099 activity report. This vendor has been marked as a 1099 vendor for years and has not changed. All activity should be included. I also spot checked a few others and the same is happening for them. I am using database, but this should not be a problem.


    Thanks,

    Caren
  • Mary Lou Nicholson
    Mary Lou Nicholson
    Eighth Anniversary Facilitator 1 Loyalty Badge
    Double check individual invoices. Make sure that the 1099 box didn't get unchecked somehow.
  • Carrie Klingenberg
    Carrie Klingenberg
    Ninth Anniversary Facilitator 1 Loyalty Badge

    For the vendor, go into one
    of the invoices on the Vendor.When the invoice is open, check the
    1099 distribution box on the right and make sure the invoice was
    captured as 1099 activity?

    If not, You'll have to make
    a manual 1099 adjustment for those invoices.








    Carrie Klingenberg

    Controller



    uc?id=0B5WGode-6nHIOEd4SjZIaEs5QVU



    St. Andrew's Episcopal School

    8804 Postoak
    Road, Potomac, MD 20854

    Phone
    240.477.1708 | Fax 301.983.4620






  • Caren Johnson
    Caren Johnson
    Eighth Anniversary Facilitator 1
    So unfortunately this seems to be the case. Do you happen to know how this happens?
  • Carrie Klingenberg
    Carrie Klingenberg
    Ninth Anniversary Facilitator 1 Loyalty Badge

    Someone manually unchecks
    it.That's the only way








    Carrie Klingenberg

    Controller



    uc?id=0B5WGode-6nHIOEd4SjZIaEs5QVU



    St. Andrew's Episcopal School

    8804 Postoak
    Road, Potomac, MD 20854

    Phone
    240.477.1708 | Fax 301.983.4620






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