How to Configure 1099 Boxes in COUNT

This setup ensures eligible expenses are tracked automatically and appear correctly on the 1099 Filings page.

Set up 1099 boxes

COUNT uses 1099 boxes to determine which expenses are reportable.

1. From the left-hand navigation menu, go to Settings.
2. Select 1099 Box and then click Select Account.

3. Select the expense Account you use for contractor or vendor payments.
4. Assign the appropriate 1099 box.

5. Save your changes.

Configure vendors or contractors for 1099 tracking

Each vendor or contractor you plan to report must be marked for 1099 tracking.

1. Go to Vendors (or People & Contractors, depending on your workspace).
2. Open an existing Vendor or Contractor. Learn how to create Contractors and Vendors here.
3. Enable 1099 tracking.
4. Enter the vendor’s legal name and tax information (SSN, EIN, or ITIN).
5. Save the vendor profile.

Assign expenses and bills to the correct vendor

1099 totals are calculated based on transactions linked to each vendor.

1. When recording bills or expenses, go to Transactions and select the correct vendor.
2. Confirm the transaction is categorized to an account mapped to a 1099 box.
3. Save the transaction.

Review your 1099 totals on the 1099 Filings page

Once your accounts and vendors are configured and transactions are attributed correctly, you can review the totals that will be used for filing.

1. From the left-hand menu, click Taxes.
2. Select 1099 Filings.
3. Review your vendors and their totals by year.

Updated on: 14/01/2026