1099 report is used to identify which vendors need to complete a 1099 form for tax filing. 


CosmoLex does not generate 1099 tax forms, however, you can add a flag to those vendors who qualify and print a report identifying which vendors require a 1099 form. 



Tagging a Payee as 1099 Eligible


Go to Contact > Payee. Here is a listing of all saved Payees.

On the far right,  there is a "1009 eligible" column.


To mark a matter as 1099s eligible:

  1. Select the Payee from this list
  2. Click Edit
  3. Check the "1099 eligible" box and save







From there, you can then generate a Payee/Payor list which will let you know who is eligible.