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How to print 1099 for Vendors when the Financial Year in Acumatica is not the same as the Tax Year

  • 23 January 2023
  • 2 replies
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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!


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