SECTIONS
Comma-separated value (CSV) files are used as input to a variety of online tax filing services. You can use the Export 1099-MISC tab to create a CSV file that contains all payments made to 1099-reportable accounts (suppliers and contractors).
To export details of payments made to federal 1099-MISC tax reportable accounts to a comma-separated values (CSV) file:
- Click the Export 1099-MISC tab. If this tab is not on your All Tabs page, contact your administrator.
- Select the company that you want to export data for.
- Select the range of dates that you want to export data for. This is normally a full calendar year, 1 January to 31 December.
- Define a threshold value for one or more income tax types as required. If the total payments is below the defined threshold value, payments data for that income tax type is not exported.
- Click Run. You are notified of the success or failure of this operation.
If qualifying payments are found, a CSV file is created that contains all the required information to complete your Form 1099-MISC. A download link is included in the confirmation email that you will receive. This takes you to the Documents | Tax Reports pages in your Salesforce organization where you can view, email and delete the CSV file as required. To download the file, view it in your default viewing application, such as Microsoft Excel or similar, and then save the file to your preferred location.