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1099 Reporting
1099 Reporting
Cassie Crail avatar
Written by Cassie Crail
Updated over 11 months ago

Glean provides you with the resources to request and store W-9's, track 1099 status' and report on how much you've paid a vendor via Glean in a given year.

To Request W-9's

  1. Navigate to the Vendors Page

  2. Select [...] in the upper right hand corner

  3. Click Send W-9 Request

  4. A secure link will be sent to the vendor and once provided the W-9 will be stored on their Document page in Glean

To Select 1099 Status:

  1. Navigate to the Vendors Page

  2. Select the Settings tab

  3. Click General and update the 1099 status

  4. Note - updating in Glean will not reflect in the ledger and updating in the ledger will not reflect in Glean

Vendor Export

  1. Navigate to Reports on the left hand nav

  2. Select Vendors & W-9's

  3. Select the year(s)

  4. A detailed vendor breakdown noting the following will be provided

    1. Vendor Name

    2. Departtment

    3. Vendor Owner

    4. GL Account

    5. Last Invioce

    6. Amuont Paid via Check

    7. Amount Paid via ACH

    8. Amount Paid via International

    9. Grand Total PAid

    10. 1099 Required (if selected in Glean)

    11. If W-9 is stored in Glean

    12. Vendor contact information

  5. Request a zip of all W-9's

    1. Support will provide this via email within a few business days

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