ACUMATICA USERS: ACC’S GUIDE TO PROCESS 1099S AND FILE THROUGH AATRIX

How to Process 1099s in Acumatica and File Through Aatrix

Year-end 1099 reporting is a required but often stressful process for finance teams. When configured correctly, Acumatica combined with Aatrix provides a reliable workflow for tracking, validating, and filing 1099 forms electronically.

This guide outlines the recommended best-practice process for preparing 1099s in Acumatica and filing them through Aatrix.

Overview of the Process

At a high level, the workflow looks like this:

1. Configure vendors for 1099 reporting in Acumatica

2. Ensure bills and payments are mapped to the correct 1099 boxes

3. Review and validate 1099 totals

4. Generate the 1099 file from Acumatica

5. Upload and file through Aatrix

Acumatica serves as the system of record for vendor payments and 1099 calculations, while Aatrix handles compliance, form formatting, printing, mailing, and electronic filing.

Prerequisites

Before beginning, confirm the following:

· You have access to Accounts Payable setup and processing screens in Acumatica

· Vendors have complete information:

• Legal name and address
• Taxpayer ID (SSN or EIN)
• Correct 1099 classification (NEC vs MISC, etc.)

· You know whether your company files 1099s:

• Per branch, or
• Company-wide

Step 1: Configure Vendors for 1099 Reporting

Each vendor that requires a 1099 must be flagged correctly in Acumatica.

Steps:

1. Navigate to Accounts Payable → Vendors

2. Open the vendor record

3. Enable 1099 Vendor

4. Assign a Default 1099 Box (for example, Nonemployee Compensation)

5. Save the record

Best practice: Assigning a default 1099 box ensures that transactions automatically populate the correct box during AP entry. This can still be overridden per transaction if needed.

Step 2: Verify 1099 Box Assignments on Bills and Payments

Once a vendor is marked as a 1099 vendor:

• The 1099 box should default on AP bills
• You can review or adjust the 1099 box at the bill or line level

Correcting Issues After Posting

If a vendor was flagged late or a box was missed:

• Review the posted AP document
• Update the 1099 box where allowed
•  Confirm the transaction now appears correctly in 1099 totals

This step is critical to avoid missing vendors or incorrect reporting amounts.

Step 3: Review 1099 Totals Before Filing

Before generating any e-file, always review your totals.

Recommended checks:

• Run 1099 totals by vendor and box for the reporting year
• Confirm amounts align with payment history
• Verify vendors paid by credit card or third-party processors are handled correctly based on your policy
• Confirm NEC vs MISC box assignments

Catching issues here avoids corrections later with the IRS or states.

Step 4: Generate the 1099 File in Acumatica

Acumatica allows you to create an electronic 1099 file that can be used for filing through Aatrix.

Steps:

1. Go to Data Views – Inquires – 1099 NEC or 1099 MISC

2. Enter the Reporting Year

3. Choose whether to process:

• A single branch/transmitter, or
• All applicable branches

4. Export file to Excel

The result is the electronic 1099 file that will be uploaded into Aatrix.

Step 5: File 1099’s Through Aatrix

Aatrix provides the compliance and filing service for 1099s, including federal and state submissions.

Typical Aatrix workflow:

1. Launch the Aatrix filing process

2. Select the 1099 filing option

3. Upload or import the 1099 file generated from Acumatica

4. Review vendor data and totals in Aatrix

5. Select filing and delivery options:

• Federal and state e-file
• Recipient print and mail services (if applicable)

6. Submit and retain confirmation records

Aatrix validates formatting and submission requirements, reducing the risk of rejected filings.

Step 6: Handling Corrections

If errors are discovered after filing preparation:

1. Correct vendor or transaction data in Acumatica

2. Regenerate the 1099 e-file

3. Re-import into Aatrix

4. Follow Aatrix’s correction filing process

Always ensure corrections are made at the source system (Acumatica) first.

Common Issues We See

• Vendor not marked as a 1099 vendor
• Default 1099 box not assigned
• Transactions entered before vendor setup was complete
• Incorrect branch or transmitter selection
• Insufficient review before filing

Most 1099 issues trace back to setup and review, not the filing process itself.

Final Thoughts

When configured properly, Acumatica and Aatrix together provide a clean, compliant 1099 workflow:

• Acumatica manages vendor data, payments, and calculations
• Aatrix manages filing, compliance, and distribution

If you would like assistance reviewing vendor setup, validating totals, or walking through the Aatrix filing process, ACC Software Solutions regularly supports clients with year-end 1099 preparation and compliance.

Please reach out if you have any questions or need assistance support@4acc.com.