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Generate a 1099 Report

At tax time, you need to identify which vendors received payments at or above the IRS reporting threshold. Propio aggregates all vendor payments for the selected period automatically — so you can review, verify, and export the data you need for 1099 filings without manually pulling transactions.

Before You Start 

Make sure your vendor records are clean and consistent throughout the year — duplicate vendor names or naming inconsistencies can cause payments to appear split across entries, which may cause you to miss reportable vendors.

Steps

  1. Go to Reporting → 1099 Reports in the left sidebar
  2. Click Report Period and select the calendar year (January 1 through December 31) for the tax year you're filing, or set a custom range using the From and To date fields — the report loads automatically
  3. Review the vendor list — vendors whose total payments meet or exceed the 1099 threshold are highlighted. Check that vendor names are correct and payment totals align with your records
  4. To export, click the Export to toggle in the upper right and choose your format: PDF, Excel, or DOCX

💡 Tip: Run this report periodically throughout the year — not just at tax time. Catching vendor naming inconsistencies early (e.g., "John's Plumbing" vs "Johns Plumbing LLC") means less cleanup when it matters most. Propio helps flag these inconsistencies as they appear, so your vendor records stay clean throughout the year.

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