(USA) Tax 1099 summary report (Tax1099Summary)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Tax 1099 summary report is used to print a summarized list of 1099 statement information for vendors. The report also indicates whether the amount for each 1099 statement meets the 1099 reporting requirements, including the minimum requirements for amounts that must be reported to the IRS. By default, the report includes information for all vendors, but you can limit the information by vendor and by date. This report is typically used by collections managers, accountants, accounting managers, and accounting supervisors.
Note
(USA) This report is only available to legal entities whose primary address is in the United States.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Vendor account |
The identification number of the vendor account for which the report is generated. |
Date |
The date for which the report is generated. |
State |
The state where the 1099 statements are filed. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
Tax1099Summary |
Location of report in the AOT |
SSRS Reports\Reports\Tax1099Summary |
Menu item of the report |
Tax1099Summary |
Navigation to the report |
Click Accounts payable > Reports > Tax 1099 > Tax 1099 summary. |
Where the data in this report comes from
The data on this report comes from the following sources:
- Tax1099SummaryBase table
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).