How to print 1099 reports for payees

Cheqbook can print 1099 reports using the steps below.

First, make sure you have the correct blank forms!  The IRS does not accept anything but their own RED, pre-printed forms.  Although they're supposed to be available free, they're almost impossible to find and you have to buy them at a local office supply store or online.

Second, you need to make sure have payees that first the following requirements.

  • The payee must have payments over $600.00 USD for the year you are issuing for.
  • The payee must have a Employee Identification Number (EIN) entered 
  • The form 1099 field must be checked "Yes"

Third, once those preliminary items are done, use the following steps to generate a 1099

  • Login to
  • Select the company you want to work with
  • Click "Payees"
  • Click "New Payee" or "Edit" next to an existing payee
  • Click "Yes" at Form 1099
  • Select a different 1099 amount type if it is not "Nonemployee Compensation"
  • Click "Save"
  • Assign existing transactions to this payee or create new transactions for this payee
  • Click "Reports"
  • Click "1099"
  • Select the date range of the year you want 1099s for.
  • Click "Generate Report"
  • Verify the information.
  • If there is no problem, click "Download PDF"
  • Open the PDF and print it to 1099 forms for the correct year.  We recommend you use Adobe Reader to print it, and not a browser.  Also it's built to print properly at 100%, but you may have to run trials with your printer to line it up perfectly.
Have more questions? Submit a request


  • 0
    Amanda Robertson

    The report does not include any of the form details. It has the payee information, such as address and amount, but the lines aren't there, the form number and fields aren't there. Seems like I'm going to have to fill all of this in by hand on a form I download from the IRS. I saved the PDF as described above as a report, but again, the actual forms aren't saved. Just the content that was populated. Fairly worthless..

    Edited by Amanda Robertson
Please sign in to leave a comment.