Getting Suppliers ready for 1099 processing (2020)

posted Nov 10, 2020, 8:48 AM by Barbara Thiss
There are several tools and resources available to help you get Suppliers ready for 1099 processing. It is very important that you take the time to review your Suppliers to ensure they get an accurate 1099.

1099 GUIDE

View guide on PeopleSoft Support website under Accounts Payable - 1099: 1099 Processing in PeopleSoft
  • Overview (p.1)
  • Important Dates and Deadlines for 2019 (p.2)
  • Part A: Verify Supplier Information (p.3)
  • Part B: Update 1099 Withholding and Information (IF NECESSARY) (p.5) – includes this note about effective dates: “If you saved with an incorrect Effective Date, enter a Service Portal ticket with the Supplier ID and effective date that needs to be changed and the new date required.”
  • Part C: Report Independent Contractors/ASB Suppliers (IF NECESSARY) (p.10)
  • Part D: Run M_AP_WITHHOLDING_MISMATCH_UNIT Query and Fix Any 1099 Errors (p.13). –Districts run their own Mismatch report. You no longer have to wait for PeopleSoft Support Team to run it and upload.
  • Part E: Review Supplier Amounts Being Reported (p.18)
  • Part F: Reports and Process (p.19) –Districts run the processes necessary to generate the 1099 to Send Detail Report.
  • 1099 FAQ’s (p.23)

View recorded demo: 1099 Processing Demo (59:31, Nov 2016) The demo walks you through each part of the 1099 guide.


Submit a Service Portal Ticket or call PeopleSoft Support at (858) 298-2203 for assistance with 1099 processing in PeopleSoft. Please reference the part/section of the guide that you need assistance with in your ticket.