Here’s a polished and professional version of your Managing Vendor 1099s User Guide, rewritten for clarity, readability, and structure. This format is ideal for help center documentation, training materials, or onboarding support.
🧾 Managing Vendor 1099s – User Guide
Roll Credits provides simple, powerful tools to help you manage vendor 1099 reporting and prepare for tax season with confidence. This guide walks you through accessing 1099 data, reviewing eligible vendors, managing business information, and exporting reports for filing.
📍 Accessing the Vendor 1099 Dashboard
To get started:
Go to the Project tab
Select Vendors & POs
Click the “1099s” tab
You’ll see two main views:
Eligible Vendors: Vendors with qualifying payments that may require 1099 reporting
Ready for Filing: Vendors whose info has been reviewed and approved for filing
📊 Understanding the 1099 Tables
Each table provides key information for each vendor:
Field | Description |
Vendor Name | Common name used internally for the vendor |
Business Name | Legal business name (used for official 1099 filings) |
Eligible Transactions | Total amount paid that qualifies for 1099 reporting |
Review/Filing Actions | Buttons to review transaction history and update filing status |
🔎 Important: The Business Name should match the name associated with the vendor’s Tax ID to ensure accurate 1099 reporting.
📝 Updating Vendor Information
To update a vendor’s details:
Click on the Business Name field to edit directly
The system autosaves your changes
To edit additional info, go to the main Vendors tab → click “View & Edit Vendor”
📋 Reviewing 1099 Transactions
To review a vendor’s 1099-eligible transactions:
In the Eligible Vendors table, find the vendor
Click “Review Transactions”
A detailed list of eligible transactions will appear
You can:
Mark transactions as reviewed
Adjust their 1099 eligibility if needed
✅ Preparing Vendors for Filing
Once you’ve reviewed and verified a vendor’s details:
Confirm a valid W-9 form is on file (upload or request one in the main Vendors tab)
Ensure the Business Name is the vendor’s legal entity name
Click “Mark as Ready for Filing” in the actions column
The vendor will then move to the Ready for Filing tab.
📤 Exporting 1099 Data
To export your 1099 filing data:
Go to the Ready for Filing tab
Click “Export 1099 Data” at the top
Choose your preferred export format
The system will generate a file with all necessary vendor and transaction info for tax submission
✅ Best Practices for 1099 Compliance
Keep vendor info updated year-round, especially the legal business name
Collect W-9s early in your vendor relationship
Review eligible transactions monthly to avoid last-minute scrambling during tax season
Consult a tax professional for guidance on filing rules specific to your production or jurisdiction
💬 Need Help?
For any questions about managing 1099s in Roll Credits, reach out to us at:
📧 help@rollcredits.io
❓ Vendor 1099 – FAQ
1. What does the Vendor 1099 tab show me?
The 1099 tab in Vendors & POs gives you two main views:
Eligible Vendors: Vendors with qualifying payments that may require 1099 filing
Ready for Filing: Vendors whose information has been reviewed and marked as ready to submit for 1099s
2. What makes a vendor eligible for a 1099?
A vendor is eligible if:
They received qualifying payments over the IRS threshold
Their payment method and vendor type require 1099 reporting
Their W9 form and business info are on file
3. What’s the difference between Vendor Name and Business Name?
Vendor Name: What your team calls the vendor internally
Business Name: The legal name used for 1099 tax filing (must match the name associated with the vendor’s Tax ID)
💡 The Business Name is critical for tax compliance.
4. How do I update a vendor’s business name?
Click the Business Name field in the 1099 tab to edit directly
Or go to the Vendors tab → View & Edit Vendor to update additional details
5. How do I review 1099-eligible transactions?
In the Eligible Vendors tab
Click “Review Transactions” for the vendor
Mark transactions as reviewed or adjust their eligibility as needed
6. What happens after I mark a vendor “Ready for Filing”?
The vendor is moved to the Ready for Filing tab
Their info is included in the 1099 export file
You can now use this data for your tax software or accountant
7. How do I export 1099 information?
Go to the Ready for Filing tab
Click “Export 1099 Data”
Select your desired export format
Download the file for submission or external use
8. Do I need a W9 for every vendor?
Yes. You should have a W9 form on file for every vendor receiving a 1099. You can upload or request this in the main Vendors tab.
9. When should I start reviewing 1099 info?
We recommend reviewing vendor info and transactions throughout the year, not just during tax season, to avoid errors and delays.
10. Who do I contact for help with 1099 management?
Reach out to Roll Credits support at help@rollcredits.io
📝 Can Roll Credits file my 1099s for me?
Yes! Once you’ve marked vendors as Ready for Filing and confirmed that their W9 and business info are complete, Roll Credits can submit 1099s on your behalf through our integrated e-filing partner.
👉 To enable 1099 filing, email help@rollcredits.io and our team will help you set it up.
📥 How do I request or upload a vendor’s W9?
There are three ways to add a W9 for a vendor:
Request via Email
Go to the vendor’s profile and click “Request W9” to send a secure upload link
Upload it yourself
Drag and drop the file directly into the vendor’s profile
Vendor upload
If they receive your request email, they can securely upload their W9 through the link
📬 How do vendors know their 1099 has been filed?
Once a vendor is included in a submitted 1099 batch:
They will receive a confirmation email from our e-filing provider
The email will include a secure link to access, download, and print their 1099 form
📅 When are 1099s sent to vendors?
Roll Credits ensures that 1099s are delivered on or before the IRS deadline (typically January 31st each year).
Digital 1099s are emailed to vendors once the filing is submitted
You’ll receive a confirmation once the batch is complete and distributed
✅ Vendor 1099 Quick-Start Guide
📍 Access the 1099 Dashboard
Go to Project → Vendors & POs → 1099s tab
👀 Review Vendor Eligibility
View vendors in the Eligible Vendors tab
Click “Review Transactions” for each vendor
Mark transactions as reviewed or adjust eligibility
✍️ Update Vendor Info
Ensure the Business Name matches the legal entity name
Click to edit directly in the table or go to Vendors → View & Edit Vendor
Upload or request the vendor’s W9
✅ Mark as Ready for Filing
Once verified, click “Mark as Ready for Filing”
Vendor moves to the Ready for Filing tab
📤 Export for Tax Filing
In the Ready for Filing tab
Click “Export 1099 Data”
Choose your export format
Use the file for your tax software or accounting service
🧠 Best Practices
Keep vendor W9s and business info updated year-round
Use legal entity names in the Business Name field
Review eligible payments monthly
Consult a tax professional for specific compliance requirements