Webinar

The AP team's guide to a stress-free tax season: Get 1099-ready before year end

Wednesday, September 16th | 11:00 AM ET / 16:00 GMT
Guy at desk with calculator

It's early November. You just poured your coffee, and someone in accounting sends the email you've been dreading: "Can you pull the 1099 vendor list?"

And just like that, your next six weeks are spoken for.

You're digging through vendor records, chasing W-9s from suppliers you paid once in March, and trying to figure out whether that new contractor from Q2 was ever flagged as 1099-eligible, all while financial close is happening, the holidays are landing, and January 31st is closing in.

Here's the thing: your bills, payments, and vendor transactions have been sitting in NetSuite all year, ready to be pulled into a report the moment you're ready to set things up. The challenge is timing. Vendor status, tax IDs, and clean payment records are easy to track down in real time, but nearly impossible to reconstruct eleven months later, once the vendor is long gone from your inbox.

In this 45-minute session, you’ll learn:

  • How 1099 reporting works in NetSuite today: Why NetSuite moved away from native 1099 functionality, how third-party bundle providers use saved searches against your vendor and GL data to generate reportable totals, and how that data flows into providers for direct filing.

  • How to capture 1099 status on day one: Let vendors self-report their 1099 eligibility right in their onboarding form, so you know the answer the moment they enter your NetSuite instance.

  • How to automate compliant vendor data collection: Capture W-9s, tax IDs, and compliance documents directly through secure, self-service vendor forms—with built-in duplicate detection and validation.

  • How Charted Advanced Vendor Onboarding fits into your full 1099 reporting setup: See where Charted Advanced Vendor Onboarding picks up, where NetSuite's native 1099 reporting takes over, and what still needs to happen on the account side to get a complete, filing-ready setup.