Reviewing the 1099 Report in Xero
Learn how to review your 1099 report in Xero for accuracy before filing. This tutorial covers verifying vendor details, adjusting transactions, and exporting data for review.
00:00 - Introduction to reviewing the 1099 report
00:06 - Accessing the 1099 report and disclaimer
00:22 - Reviewing populated 1099 rules
00:51 - Missing W9 information
01:12 - Federal tax classification and box numbers
01:51 - Reviewing individual vendors
02:21 - Including or excluding transactions
03:00 - Excluded credit card transactions
03:18 - Editing 1099 rules
03:33 - Exporting 1099 data to CSV
04:24 - Final review and e-filing options