Before you can prepare and print 1099 forms in RollMaster, you need to make sure that all vendors who should receive a 1099 have a valid Tax ID (SSN or EIN) recorded in their vendor maintenance record. One way to identify vendors who have been paid but do not have a Tax ID on file is by exporting the Vendor Listing and filtering it in Excel.
Steps to find 1099 vendors with missing Tax ID
Run the Vendor Listing report from Accounts Payable → Vendor Listing.
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Export the report to Excel so you can filter and analyze the data.
You can also use the Video: Running the Vendor Listing Report in Accounts Payable if you need help generating and exporting this report. (broadlumeerp.zendesk.com)
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In Excel, apply filters to the exported data:
Set the “YTD Purchases” column filter to show only values greater than the 1099 reporting threshold (typically $600 or as defined by the IRS).
Set the Tax ID/SS# column filter to show blank values (indicating missing Tax IDs).
The filtered list will show all vendors who were paid above the threshold but do not have a Tax ID entered — these vendors need a valid SSN or Tax ID before 1099 forms can be printed.
Update the vendors in Vendor Maintenance with the correct Tax ID (SSN or EIN) as needed so they will be included properly in 1099 processing.
Important Note
Though it may be a good starting point, using the YTD amount to filter the dollar amount will only be accurate if the AP End of Month / End of Year process has been done accurately and regularly. Otherwise, the number may be skewed, and it’s possible that a vendor who has hit the $600 threshold will not show in the filter.
🧠 Tips & Best Practices
Make sure your vendor tax information is up to date and accurate before year-end 1099 processing — missing Tax IDs can prevent forms from printing correctly.
If vendors are missing Tax IDs repeatedly, consider adding business processes to collect a W‑9 from vendors as they are onboarded and updating the Vendor Maintenance record right away.
Filtering in Excel makes it easy to find and fix just the records you need before running 1099 reports.