Locating the 1099 Report

The 1099 Report can be found in 2 locations within the FINSYNC application. To view the 1099 Report, follow the steps outlined below for either method:  

Underneath the Reports Tab:

1. Click on the Reports tab located in the top menu.

2. Click  on the 1099 Payments tab located in the left-hand menu. 

3. The report can be downloaded by hovering over over the Download button and selecting Summary CSV or Detail CSV.

Within the Payments Tab:

1.  Click on the Payments tab in the top menu.

2. Click on the Vendor tab in the left-hand menu.

3. Click on the 1099 Payments button in the top right corner of the screen. 

4. The report can be downloaded by hovering over over the Download button and selecting Summary CSV or Detail CSV.