Export 1099 Data for Filing

Export Formats Available #

Debits allows you to export vendor 1099 data in multiple formats for filing with the IRS through various services like Track1099, Tax1099, or for use with other tax software.

• Track1099 – Direct import into Track1099 filing service
• Tax1099 – Direct import into Tax1099 filing service
• CSV – General-purpose export for spreadsheets or other software

Steps to Export 1099 Data #

Step 1: Navigate to the 1099s Tab #

Go to Transactions and click the 1099s tab.

Step 2: Select the Tax Year #

Use the year selector to choose the tax year you want to export.

Step 3: Click Export #

Click the Export button in the toolbar above the vendor table.

Step 4: Select Export Format #

Choose your preferred export format:

• Track1099 – Formatted for Track1099 bulk upload
• Tax1099 – Formatted for Tax1099 bulk upload
• CSV – Standard comma-separated values file

Step 5: Select Form Type #

Choose which 1099 form type to export:

• 1099-NEC – Non-employee compensation
• 1099-MISC – Miscellaneous income
• All Forms – Export all form types together

Step 6: Click Download #

Click the Download button to generate and download the export file.

What’s Included in the Export #

The export includes all non-excluded vendors with the following information:

• Vendor legal name
• Tax Identification Number (TIN)
• Mailing address
• Total payments for the tax year
• Tax classification
• 1099 form type

Excluded Vendors: Vendors marked as Excluded are not included in exports. If you need to include them, remove the exclusion first.

Using Your Export #

Track1099 #

1. Log in to your Track1099 account
2. Go to the bulk upload section
3. Upload the exported file
4. Review and submit your 1099s

Tax1099 #

1. Log in to your Tax1099 account
2. Navigate to import
3. Upload the exported file
4. Verify data and file

Tip: Always review your vendor data before exporting. Ensure all W-9 information is complete and tax classifications are correct to avoid filing errors.