Form 1099 is used by the United States Internal Revenue Service (IRS) to report various types of taxable income your church might be paying to contractors and vendors. In ChMeetings, you can generate this report to show the total amounts paid by your church to each 1099-eligible payee during a specified tax year. The report can be exported and used with external 1099 e-filing services (e.g., Track1099, Tax1099, Intuit).

You can list the data to include in your 1099 Summary Report from ChMeetings’ Accounting Reports.
 

Requirements

Before generating a 1099 Summary Report, please ensure that you have configured the 1099-eligible payees. To do so:

• Go to ChMeetings > Accounting > Payees.
• Find the Payee that you want to set as 1099-eligible.
• Edit the Payee and check the checkbox next to Is 1099-Eligible. Optionally, add the Payee’s Tax Id as well. It may be useful for IRS Reporting or for syncing with other tools.

Important: Make sure you do this for all payees who should be listed in the 1099 Summary Report; otherwise they will not be included in the report.

Generate the 1099 Summary Report

To generate the 1099 Summary Report, please follow these steps:

• Go to Accounting > Reports.
• Go to the end of the section called Funds, Category and Payee Reports.
• Next to the 1099 Summary Report, click View Report.
  
• In the 1099 Summary Report screen, you have the following options: 
  • Report Filters:
    • Minimum Amount: Numeric input (default: 600 USD). This field filters the report to show the Payees with total payment amounts that are over this minimum amount.
    • Date Range: From / To (defaults to Jan 1 – Dec 31 of previous year)
  • Payee Data, including the Payee, Tax ID, Address, Total amount paid within the year, number of payments, and the first/last payment date.
  • Export option: This lets you export the report to Excel, so you can use it externally.