Skip to main content

We have a client with a financial year that begins in November.  The 1099 reports in Acumatica pull data based on that Financial Year.  The 1099 DACs only track the financial year, not transaction dates that I could potentially add in Report Writer.  Has anyone run into this issue and how it might be solved?

The 1099s are reported to the IRS for Jan - Dec no matter the fiscal year in Acumatica. Same as W-2s. Acumatica pulls the data based on the calendar year not fiscal year. 

 


Wonderful!  Thank you Melisa for confirming!


Reply