1099s - Report Generation Details: Difference between revisions

Latest revision as of 20:52, 31 December 2025

Jewel does not prepare or print Form 1099-NEC for you. But Jewel will give you a complete list of possible candidates. From there, you can sort out the actual recipients. This is how it works.

Starting the Report

Click on "Reports & Graphs", then at the VERY BOTTOM of the list, select "Form 1099 Payments", or click on Choose Form 1099 Payments on the NextStep button.
At the center top of the next page, select "Choose Form 1099 Payments"
The box that is outlined in red, below, is a list (in descending order by total amount paid) of all the people / organizations / businesses that your church has written checks to during the date range that is specified at the top of the page. The Conference usually tops the list, and it goes down from there.

We have obscured names in this database for privacy purposes. Yours will have a vendor name on every line.

The vendors (which are the payees) are in the smaller top box, and the “Payments” box at the bottom of the screen details all the payments that you made to the particular vendor that is highlighted in the top box. Right now the Georgia-Cumberland Conference is clicked, so you are seeing remittance checks below.
Scroll down through each of your vendor names, one by one. Pass over utility companies, mortgage companies, credit card companies, insurance providers and businesses from which you purchased items but not services. They do not require Form 1099-NEC.
When you come to a vendor that provided you a service, click on it. Or if you see a vendor that you are not sure about, click on it.

Which Vendors to Choose

Once you click on a vendor, you will see below it a list of all the checks that you wrote to that person/business. Here is a familiar name. I wonder if they need a 1099? Let’s click on it.

Once we click on it, it turns blue. And the “Payments” box below the Vendor box now shows us all the payments that were made to that vendor for the entire year.

Well-Written Memos Help!

In this 1099 choosing process, your memo is the star of the show. Imagine if the memo was blank, you would have nothing to help you with your analysis. (Yet another reason to build those memo-writing skills.) This treasurer has written very clear and detailed memos, so we can tell what these checks were for.

Don't Include Reimbursements

Look at each of the checks in the picture above. Were you paying for a product or a service? Or was it a reimbursement? Remember, products or reimbursements do not require a 1099, so we would not select either one of these checks as being 1099-worthy.

Speaking of Reimbursement, this is why we should put “Reim” at the beginning of the memo line of each check that is a reimbursement. This 1099 process is a big part of why we do that. Because we can quickly dismiss these checks without pausing to try to remember they are for or having to look them up.

So we leave this vendor and continue scrolling. Use the list in 1099s - Who, What, When, and Why to determine which vendors to investigate more carefully.

Include Services and Labor, Exclude Supplies

This one looks promising! Let’s click on it. The memo says it is for installation. This is definitely a service. So we click on each little 1099 box to the left of each check.

While we are here: If one of these checks had said “supplies” and the other check said “labor,” we would have checked off the labor check but not the supplies check.

But since the vendor didn’t give a separate invoice for each, we will issue Form 1099-NEC for the total amount.

Also, notice that the name of the vendor includes “Inc”. We will see how to verify that in a minute. But in the meantime, we are making of list of all possible recipients, so check them off. We can trim the list down later.

As we scroll, we click on each check that was payment for a service.

Click on “Select All” if all the checks qualify.

Multiple Names for Same Vendor

One other thing to watch for is “Same Vendor – Different name scenarios. If you paid $460 to John Smith and $200 to Smith, John, that vendor, combined, has passed the threshold. When writing checks to vendors, pick a name and use it consistently and you will avoid this problem. If you think you might have any of those, you will have to go below the threshold on your vendor list to find them. You can also, when appropriate, combine names that refer to the same person / company. Otherwise, since the vendors are listed in order of total payments, you can stop scrolling at the threshold.

Payments to Conference Employees

After you have completed your tour of the Vendor Names, look to see if you paid your pastor or anyone else on Conference Local Payroll a financial gift of any amount. Click on those payments to add them to the list. You can unclick them later if you have separately reported those payments to the Conference.

Now you can click on the green OK in the top right corner and you will have a list that tells you how many vendors you have chosen as possible Form 1099-NEC recipients. Yours will be a bit different but this one looks like this:

Eliminating Incorporated Businesses from the List

Next we need to go back over our list, because if a business is incorporated in your state, they do not need Form 1099-NEC. So we look them all up to eliminate, as candidates, the ones that are incorporated.

Even if a business has the word “Inc” in their name, we need to verify that their filing is current. Sometimes it expires, and they don’t renew it, but they still have “Inc.” on their invoices.

How do we find out? Each state has an up to date listing of all corporations in their state. Do a Google search on “(your state) secretary of state business search.”

If you search and there are no records, that company is not incorporated. If their name is there, make sure that their incorporation status is “Active” and if there are multiple businesses with the same name, use their mailing address to choose the correct one.

If you live close to the line of another state, Chattanooga for example, make sure you check in TN and GA both for the incorporation records of a company. Looking at their address on the invoice you received from them can often tell you in which state to search.

If you can't find a company in the database but are not sure, it is better to file Form 1099-NEC on a business that doesn’t need it than to miss one that should have been sent.

Oh, and if they are incorporated, go back to Jewel and unclick them from the list.

If you are not secure in your Google skills, or if you are new to all of this, try contacting your conference office for advice.

Finishing Up

Once you have selected all of the vendors and payments that need to be included on your 1099s, click OK. Jewel will generate a report that you can Print and use to fill out your 1099 forms. Now continue with the Forms W-9 section here.

Click here for more topics related to Form 1099 Information

@@ Line 1: / Line 1: @@
+__NOTOC__
 Jewel does not prepare or print Form 1099-NEC for you. But Jewel '''will''' give you a complete list of possible candidates. From there, you can sort out the actual recipients. This is how it works.
-# Click on "Reports & Graphs"
+==Starting the Report==
-# At the VERY BOTTOM of the list, select "Form 1099 Payments"
+# Click on "Reports & Graphs", then at the VERY BOTTOM of the list, select "Form 1099 Payments", or click on Choose Form 1099 Payments on the NextStep button.
 # At the center top of the next page, select "Choose Form 1099 Payments"
-#The box that is outlined in red, below, is a list (in descending order by total amount paid) of all the people / organizations / businesses that your church has written checks to during the date range that is specified at the top of the page. The Conference usually tops the list, and it goes down from there.
+#The box that is outlined in red, below, is a list (in descending order by total amount paid) of all the people / organizations / businesses that your church has written checks to during the date range that is specified at the top of the page. The Conference usually tops the list, and it goes down from there.[[File:1099's - Making a List 1.png|center|600px]]
-[[File:1099's - Making a List 1.png|center|600px]]
+#:We have obscured names in this database for privacy purposes. Yours will have a vendor name on every line.
-#*I have obscured names in this database for privacy purposes. Yours will have a vendor name on every line.
+#:The vendors (which are the payees) are in the smaller top box, and the “Payments” box at the bottom of the screen details all the payments that you made to the particular vendor that is highlighted in the top box. Right now the Georgia-Cumberland Conference is clicked, so you are seeing remittance checks below.
-#*The vendors (which are the payees) are in the smaller top box, and the “Payments” box at the bottom of the screen details all the payments that you made to the particular vendor that is highlighted in the top box. Right now the Georgia-Cumberland Conference is clicked, so you are seeing remittance checks below.
+#Scroll down through each of your vendor names, one by one. Pass over utility companies, mortgage companies, credit card companies, insurance providers and businesses from which you purchased items but not services. [[1099s - Who, What, When, and Why|They do not require Form 1099-NEC]].
-#Scroll down through each of your vendor names, one by one. Pass over utility companies, mortgage companies, credit card companies, insurance providers and businesses that you purchased items but not services. [[1099s - Who, What, When, and Why|They do not require Form 1099-NEC]].
+#When you come to a vendor that provided you a service, click on it. Or if you see a vendor that you are not sure about, click on it.
-#When you come to a vendor that provided you a service, click on it. Or if you see a vendor that you are not sure about, click on it. Once you click on a vendor, you will see below it a list of
-all the checks that you wrote to that person/business.
+==Which Vendors to Choose==
+Once you click on a vendor, you will see below it a list of all the checks that you wrote to that person/business.
 Here is a familiar name. I wonder if they need a 1099? Let’s click on it.
 [[File:1099 - Making a List 2.png|center|600px]]
 Once we click on it, it turns blue. And the “Payments” box below the Vendor box now shows us all the payments that were made to that vendor for the entire year.
+===Well-Written Memos Help!===
 In this 1099 choosing process, your memo is the star of the show. Imagine if the memo was blank, you would have nothing to help you with your analysis. (Yet another reason to [[Memo Writing Tips|build those memo-writing skills]].) This treasurer has written very clear and detailed memos, so we can tell what these checks were for.
-Look at each of the checks. Were you paying for a product or a service? Or was it a reimbursement? Remember, products or reimbursements do not require a 1099, so we would not select either one of these checks as being 1099-worthy.
+===Don't Include Reimbursements===
+Look at each of the checks in the picture above. Were you paying for a product or a service? Or was it a reimbursement? Remember, products or reimbursements do not require a 1099, so we would not select either one of these checks as being 1099-worthy.
+Speaking of Reimbursement, this is why we should put “Reim” at the beginning of the memo line of
+each check that is a reimbursement. This 1099 process is a '''big''' part of why we do that. Because we can quickly dismiss these checks without pausing to try to remember they are for or having to look them up.
+So we leave this vendor and continue scrolling. Use the list in [[1099s - Who, What, When, and Why]] to determine which vendors to investigate more carefully.
+===Include Services and Labor, Exclude Supplies===
+This one looks promising! Let’s click on it. The memo says it is for installation. This is definitely a service. So we click on each little 1099 box to the left of each check.
+[[File:1099 - Making a List 3.png|center|600px]]
+While we are here: If one of these checks had said “supplies” and the other check said “labor,” we would have checked off the labor check but not the supplies check.
-Speaking of Reimbursement, remember I have stressed the need to put “Reim” at the beginning of the memo line of
-each check that is a reimbursement? This 1099 process is a big part of why we do that. Because we can quickly dismiss
-these checks without pausing to try to remember they are for or having to look them up.
-So we leave this vendor and continue scrolling.
-This one looks promising! Let’s click on it.
-The memo says it is for installation. This is definitely a service.
-So we click on each little 1099 box to the left of each check.
-While we are here: If one of these checks had said “supplies” and the other check said “labor,” we would have checked
-off the labor check but not the supplies check.
 But since the vendor didn’t give a separate invoice for each, we will issue Form 1099-NEC for the total amount.
-Also, notice that the name of the vendor includes “Inc”. I will show you how to verify that in a minute. But in the
-meantime, we are making of list of all possible recipients, so check them off. We can trim the list down later.
+Also, notice that the name of the vendor includes “Inc”. We will see how to verify that in a minute. But in the meantime, we are making of list of all possible recipients, so check them off. We can trim the list down later.
 As we scroll, we click on each check that was payment for a service.
 Click on “Select All” if all the checks qualify.
-One other thing to watch for is “Same Vendor – Different name scenarios. If you paid $460 to John Smith and $580 to
-Smith, John, that vendor, combined, has passed the $600 or more threshold. When writing checks to vendors, pick a
+===Multiple Names for Same Vendor===
-name and use it consistently and you will avoid this problem.
+One other thing to watch for is “Same Vendor – Different name scenarios. If you paid $460 to John Smith and $200 to Smith, John, that vendor, combined, has passed the threshold. When writing checks to vendors, pick a name and use it consistently and you will avoid this problem. If you think you might have any of those, you will have to go below the threshold on your vendor list to find them. You can also, when appropriate, [[Managing Your Names List - Quick Start #Combine Names|combine names]] that refer to the same person / company. Otherwise, since the vendors are listed in order of total payments, you can stop scrolling at the threshold.
-If you think you might have any of those, you will have to go below the $599 mark on your vendor list to find them.
+===Payments to Conference Employees===
-Otherwise, you can stop scrolling at $599.
+After you have completed your tour of the Vendor Names, look to see if you paid [[Pastor Appreciation Gifts Guidelines|your pastor or anyone else on Conference Local Payroll]] a financial gift of any amount. Click on those payments to add them to the list. You can unclick them later if you have separately reported those payments to the Conference.
-After you have completed your tour of the Vendor Names, look to see if you paid your pastor or anyone else on GCC
-Local Payroll a financial gift of any amount. (Tutorial #6600) Click on those payments to add them to the list. You can
+Now you can click on the green OK in the top right corner and you will have a list that tells you how many vendors you have chosen as '''possible''' Form 1099-NEC recipients. Yours will be a bit different but this one looks like this:
-unclick them later if you see that you created and sent the “Employee Gift Reporting Form” for that gift. (Tutorial #1080)
+[[File:1099 - Making a List 4.png|center|600px]]
-Now you can click on the green OK in the top right corner and you will have a list that tells you how many vendors you
-have chosen as possible Form 1099-NEC recipients. Yours will be a bit different but this one looks like this:
+==Eliminating Incorporated Businesses from the List==
-Next we need to go back over our list, because if a business is incorporated in your state, they do not need Form 1099-
+Next we need to go back over our list, because if a business is incorporated in your state, they do not need Form 1099-NEC. So we look them all up to eliminate, as candidates, the ones that are incorporated.
-NEC. So we look them all up to eliminate, as candidates, the ones that are incorporated.
-Even if a business has the word “Inc” in their name, we need to verify that their filing is current. Sometimes it expires,
+Even if a business has the word “Inc” in their name, we need to verify that their filing is current. Sometimes it expires, and they don’t renew it, but they still have “Inc.” on their invoices.
-and they don’t renew it, but they still have “Inc.” on their invoices.
-How do we find out? Each state has an up to date listing of all corporations in their state. If your state is not below, do a
+How do we find out? Each state has an up to date listing of all corporations in their state. Do a Google search on “(your state) secretary of state business search.”
-Google search on “(your state) secretary of state business search.”
+If you search and there are no records, that company is not incorporated. If their name is there, make sure that their incorporation status is “Active” and if there are multiple businesses with the same name, use their mailing address to choose the correct one.
-Here are links to search for Tennessee corporations:
-https://tnbear.tn.gov/Ecommerce/FilingSearch.aspx
+If you live close to the line of another state, Chattanooga for example, make sure you check in TN and GA both for the incorporation records of a company. Looking at their address on the invoice you received from them can often tell you in which state to search.
-Georgia corporations
-https://ecorp.sos.ga.gov/BusinessSearch
+If you can't find a company in the database but are not sure, it is better to file Form 1099-NEC on a business that doesn’t need it than to miss one that should have been sent.
-North Carolina Corporations (This site is currently down. Hopefully by the time you need it, it will be fixed.)
-https://www.sosnc.gov/online_services/search/by_title/_Business_Registration
+Oh, and if they '''are''' incorporated, go back to Jewel and unclick them from the list.
-Alabama Corporations
-https://arc-sos.state.al.us/CGI/CORPNAME.MBR/INPUT
+If you are not secure in your Google skills, or if you are new to all of this, try contacting your conference office for advice.
-If you search and there are no records, that company is not incorporated. If their name is there, make sure that their
-incorporation status is “Active” and if there are multiple businesses with the same name, use their mailing address to
+==Finishing Up==
-choose the correct one.
-If you live close to the line of another state, Chattanooga for example, make sure you check in TN and GA both for the
+Once you have selected all of the vendors and payments that need to be included on your 1099s, click OK. Jewel will generate a report that you can Print and use to fill out your 1099 forms. Now continue with the [[1099s - Quick Start#Forms W-9|Forms W-9 section here.]]
-incorporation records of a company. Looking at their address on the invoice you received from them can often tell you in
-which state to search.
-If you can't find a company in the database but are not sure, it is better to file Form 1099-NEC on a business that doesn’t
+-----
-need it than to miss one that should have been sent.
+[[Complying with IRS & Labor Dept Policies|Click here for more topics related to Form 1099 Information]]
-Oh, and if they are incorporated, go back to Jewel and unclick them from the list.
-If you are not secure in your Google skills, or if you are new to all of this, don’t hesitate to contact me and I can walk you
-through it the first time. Or if you have done it but just want me to verify that you are correct, I am happy to do it.
-So now we’ve made our list and we’ve checked it twice. Now to actually fill out Form 1099-NEC. Coming up next!
-Corresponding video: 11.2 – Making a List and Checking it Twice. Find at https://www.gccsda.com/auditing/10963
-For more tutorials on IRS AND LABOR DEPT RELATED POLICIES, see section 6500 on the gccsda.org auditor webpage.
-This information has been brought to you by the Georgia-Cumberland Conference Audit Team
-Created by Linda McCabe. Edited 8/25/2025