How to Prepare 1099s in Infor CloudSuite Distribution (SX.e)
1099 preparation is the January job of finding every reportable payment made to 1099 vendors in the tax year, confirming each vendor's W-9, TIN and address, and producing correct 1099-NEC and 1099-MISC forms for the IRS and the recipients before the deadline.
Errors here turn into IRS notices and corrected forms, so the work is mostly checking: vendor setup, which payments are reportable, which were paid by card, and which invoices mix parts with services. This guide follows the recorded run in Infor CloudSuite Distribution (SX.e) from the working checklist to e-filing through Tax1099.
- Who does itAccounts payable, with the controller approving the final filing
- How oftenAnnually in January
- Steps13 steps · 5 systems
Watch the full workflow
every click in this recording is an AI agent — no one is touching the keyboard.
In the recording, an AI agent opens a 2026 working checklist in Excel (threshold 2,000.00; 1099-NEC due 02/01/2027, 1099-MISC e-file 03/31/2027), then reviews the 13 vendors flagged 1099 in SX.e Vendor Setup and runs IRS Bulk TIN Matching on the 3 set up in 2026, all of which match. It reviews the largest reportable invoices and finds Hartwell Machine Repair invoice HMR-4471 tagged entirely as 1099 although 20,000.00 of the 25,000.00 was parts, and emails AP the correction. It runs the AP 1099 Tax Reporting Extract (12 vendors at or above 2,000.00), scrubs it in Excel, excludes an exempt C corporation, and posts a -20,000.00 adjustment in the AP 1099 Adjustment Utility. After the controller approves 11 forms totaling 195,325.00, the agent re-runs the extract and files 9 1099-NEC and 2 1099-MISC through Tax1099.
- 1:12Start a working checklist for the tax year
- 1:42Review 1099 vendor setup
- 2:12Do new vendors match IRS records?
- 3:12Review the largest reportable invoices
- 3:36Exclude card payments
- 4:06Is any invoice a mixed parts-and-services invoice?
- 4:24Log the correction and notify AP
- 4:54Confirm payments cleared and run the 1099 extract
- 5:18Scrub the extract: should every vendor be filed?
- 5:48Post the adjustment in SX.e
- 6:48Controller approves the final filing
- 7:24Re-run the extract and import to the filing service
- 7:54Submit to the IRS and send recipient copies
Systems involved
You need access to each of these before you start. In the recording the agent works in all of them from one desktop, signed in as the user.
- Infor CloudSuite Distribution (SX.e)Vendor Setup, AP Transaction Entry, AP Payment Processing, AP Payment History, AP 1099 Tax Reporting Extract and AP 1099 Adjustment Utility
- Excel1099 prep checklist and exception log, payment review and correction list, scrubbed extract
- IRS TIN Matching (e-Services)Bulk TIN Matching for vendors set up during the year
- OutlookCorrection notice to accounts payable
- Tax1099Bulk import, e-filing to the IRS and recipient copies
What you start with
- Vendor master with 1099 flag, form, box and W-9 status
- Year's AP invoices and payments
- W-9s and TINs on file
- IRS reporting threshold and due dates
What you end with
- 1099 prep checklist and exception log
- Payment review and mixed-invoice correction list
- AP 1099 adjustment
- Scrubbed 1099 extract (AP1099_2026)
- 1099 exception package PDF
- Filed 1099-NEC and 1099-MISC forms with recipient copies
The workflow at a glance
Action Decision Human review Select a step to jump to how it's done.
- 01 Action · Excel Start a working checklist for the tax year
- 02 Action · Infor CloudSuite Distribution (SX.e) Review 1099 vendor setup
- 03 Decision · IRS TIN Matching Do new vendors match IRS records? Yes Vendor setup is complete; move to payments. No Request a new W-9, fix the name/TIN in SX.e and re-match before filing.
- 04 Action · Infor CloudSuite Distribution (SX.e) / Excel Review the largest reportable invoices
- 05 Action · Infor CloudSuite Distribution (SX.e) Exclude card payments
- 06 Decision · Excel Is any invoice a mixed parts-and-services invoice? Yes Log a correction (next step). No Keep the reportable amount as recorded.
- 07 Action · Excel / Outlook Log the correction and notify AP
- 08 Action · Infor CloudSuite Distribution (SX.e) Confirm payments cleared and run the 1099 extract
- 09 Decision · Excel Scrub the extract: should every vendor be filed? Yes File the vendor on the right form and box. No Exclude it and record why in the exception summary.
- 10 Action · Infor CloudSuite Distribution (SX.e) Post the adjustment in SX.e
- 11 · Human review · LaunchAI Portal Controller approves the final filing
- 12 Action · Infor CloudSuite Distribution (SX.e) / Tax1099 Re-run the extract and import to the filing service
- 13 Action · Tax1099 Submit to the IRS and send recipient copies
Step-by-step: how to do it
-
Action · Excel · 1:12 in the video
Start a working checklist for the tax year
Set up a checklist with the tax year, the reporting threshold, the due dates for each form and the task list (vendor tax setup, payment review, extract, scrub, exceptions, final review, filing) plus an exception log tab.
In the video1099_Prep_2026_Checklist.xlsx
- Tax year
- 2026 (payments 01/01–12/31)
- Threshold
- 2,000.00 per vendor per form
- 1099-NEC due
- 02/01/2027 (January 31 falls on a Sunday)
- 1099-MISC recipient copies
- 02/01/2027
- 1099-MISC e-file
- 03/31/2027
-
Action · Infor CloudSuite Distribution (SX.e) · 1:42 in the video
Review 1099 vendor setup
Open Vendor Setup filtered to 1099 vendors and check each one has a legal tax name, entity type, federal tax ID, 1099 form, default box and W-9 on file. Open any new or individual vendor to confirm backup withholding and IRS TIN match status.
In the video- 1099 vendors
- 13
- W-9 on file
- 13 of 13
- Missing tax ID
- 0
- Set up in 2026
- 3
- Sole-proprietor vendor (Contract CAD design) IRS TIN match 'Not yet matched'
- Form
- 1099-NEC box 1
- W-9 signed
- 03/09/2026
- TINs
- On file, masked
-
Decision · IRS TIN Matching · 2:12 in the video
Do new vendors match IRS records?
Upload a Bulk TIN Matching file with the name and TIN of each vendor set up during the year. Any mismatch must be fixed with the vendor (new W-9) before filing, or it risks a B-notice.
- If yes Vendor setup is complete; move to payments.
- If no Request a new W-9, fix the name/TIN in SX.e and re-match before filing.
In the video- File
- TIN_Match_New_Vendors_2026.txt
- Records
- 3
- Result
- 3 of 3 combinations match IRS records (01/12/2027)
-
Action · Infor CloudSuite Distribution (SX.e) / Excel · 3:12 in the video
Review the largest reportable invoices
In AP Transaction Entry list the year's 1099-reportable invoices, largest first, and open the big ones to read the invoice image and line items. Compare each with what that vendor normally bills to catch invoices tagged 1099 that contain goods.
In the video- Reportable invoices
- 88
- Vendors
- 13
- Total
- 239,415.00
- HMR-4471 · Hartwell Machine Repair Largest · 15.7x typical
- Amount
- 25,000.00
- Date
- 08/14/2026
- Typical
- 1,587.50
- Invoice image
- 20,000.00 parts, 5,000.00 labor
-
Action · Infor CloudSuite Distribution (SX.e) · 3:36 in the video
Exclude card payments
In AP Payment Processing view payments to 1099 vendors by method. Payments made by credit card are reported by the card processor on 1099-K, so remove them from your 1099 amounts.
In the video- Payments
- 90
- Paid by check, ACH or wire
- 239,415.00
- Paid by card
- 4,800.00 (Summit Calibration Services), not 1099 reportable
- Total paid
- 244,215.00
-
Decision · Excel · 4:06 in the video
Is any invoice a mixed parts-and-services invoice?
For each large invoice record amount, the vendor's typical invoice, how many times typical it is and the line count, and decide whether it is services only, recurring rent, already split, or mixed. A mixed invoice needs its non-reportable goods removed from the 1099 amount.
- If yes Log a correction (next step).
- If no Keep the reportable amount as recorded.
In the video1099_Payment_Review_2026.xlsx
- HMR-4471 Mixed invoice: 20,000.00 is parts, not services
- Ohio Valley rent Recurring
- Amount
- 8,500.00
- Tri-County TCE-7781 Labor and materials already split
- Others Services only
-
Action · Excel / Outlook · 4:24 in the video
Log the correction and notify AP
Add the invoice to a correction list with the amount tagged 1099, parts, labor, the adjustment and the corrected year-to-date. Email AP the invoice, what is wrong and what will happen next.
In the videoMixed invoice correction list.
- Vendor
- Hartwell 3120
- Invoice
- HMR-4471
- Tagged
- 25,000.00
- Parts
- 20,000.00
- Labor
- 5,000.00
- Adjustment
- -20,000.00
- 1099 YTD
- 31,350.00 to 11,350.00
- To accounts payable with the workbook and HMR-4471.pdf attached
-
Action · Infor CloudSuite Distribution (SX.e) · 4:54 in the video
Confirm payments cleared and run the 1099 extract
Check AP Payment History through 12/31 for outstanding or voided payments. Then run the AP 1099 Tax Reporting Extract for the year with the minimum amount and payment methods check, ACH and wire, and export it to CSV.
In the video- Payments cleared
- 88
- Outstanding at year end
- 0
- Voided
- 0
- Extract
- 2026, minimum 2000.00
- Vendors
- 12
- Total
- 237,965.00
- Under minimum, not listed
- 1
- Exported
- AP1099_2026.csv, 12 records
-
Decision · Excel · 5:18 in the video
Scrub the extract: should every vendor be filed?
For each vendor check entity type, tax ID and address present, form and box, and whether the amount is at or above the threshold. Corporations are generally exempt, but legal fees stay reportable. Record each result and summarize the forms to file.
- If yes File the vendor on the right form and box.
- If no Exclude it and record why in the exception summary.
In the videoAP1099_2026_Scrubbed.xlsx
- Forms
- 11 (9 NEC, 2 MISC)
- Missing tax ID or address
- 0
- Tri-County Electric Service Inc. 'Exempt corporation' · excluded
- Type
- C corporation
- Keller & Stroud Co., LPA Kept as legal fees
- Hartwell 'File after adjustment'
-
Action · Infor CloudSuite Distribution (SX.e) · 5:48 in the video
Post the adjustment in SX.e
Open the AP 1099 Adjustment Utility, select the vendor, tax year and form/box, enter the adjustment amount, a reason and the invoice reference, and update. Check the adjusted YTD and the adjustment history line.
In the video- Vendor
- 3120 Hartwell Machine Repair LLC
- Year
- 2026
- Form
- 1099-NEC box 1
- Current YTD
- 31,350.00
- Adjustment
- -20,000.00
- Reason
- 'Non-reportable goods on a mixed invoice'
- Reference
- HMR-4471
- Adjusted
- 11,350.00
- History
- ADJ-2026-0007 dated 01/12/2027
-
Human review · LaunchAI Portal · 6:48 in the video
Controller approves the final filing
Give the reviewer a filing summary (forms and totals by type, due dates), the checks completed, the adjustments and the full list of forms with an exception package. Approve runs the final extract and files; reject stops for corrections and nothing is filed.
In the videoTax year 2026, 11 forms. Approved by the controller.
- Total
- USD 195,325.00
- Package
- 1099_Exception_Package_2026.pdf
- 1099-NEC
- Forms
- 9
- Total
- 78,925.00
- 1099-MISC
- Forms
- 2
- Total
- 116,400.00
- W-9 13 of 13
- 3 new vendors matched
- 88 payments cleared
- Card 4,800.00 excluded
- 1 corporation excluded
-
Action · Infor CloudSuite Distribution (SX.e) / Tax1099 · 7:24 in the video
Re-run the extract and import to the filing service
Run the extract again so it includes the adjustment, then bulk import it to the filing service by form. Review the imported records for missing or invalid data and that the totals agree.
In the video- Final extract
- 12 vendors, 217,965.00 with adjustments (20,000.00)
- Tax1099 import
- Form 1099-NEC, 9 records, all valid
- Unsubmitted NEC total
- $78,925.00
- Options
- eDelivery, USPS Mail and TIN Match selected
-
Action · Tax1099 · 7:54 in the video
Submit to the IRS and send recipient copies
Submit the forms for the payer, then confirm under Submitted Forms that each form type has a reference ID, the IRS schedule date and how recipient copies will be delivered. File the confirmation with the year's 1099 records.
In the videoSubmitted 01/12/2027, scheduled to the IRS 01/13/2027; recipient copies by eDelivery and USPS Mail.
- 9 1099-NEC Submitted
- Reference ID
- 214503318
- 2 1099-MISC Submitted
- Reference ID
- 214503322
-
Rules, exceptions and controls
Rules to follow
- Report vendors paid 2,000.00 or more per form for tax year 2026 (the threshold set in the run's checklist).
- 1099-NEC is due to the IRS and recipients 02/01/2027 because January 31 falls on a Sunday; 1099-MISC e-file is due 03/31/2027.
- Only check, ACH and wire payments are reportable; card payments are excluded because they are reported on 1099-K.
- Corporations are excluded, but legal fees paid to a law firm stay reportable.
- Goods and parts on a mixed invoice are not reportable; adjust the 1099 amount down to the services portion.
- New vendors must pass IRS TIN matching before filing.
When something doesn't match
- Vendor missing a W-9, TIN, legal name, 1099 flag, form or box: remediate vendor setup before the extract.
- TIN/name mismatch or B-notice risk: request a corrected W-9 and re-match.
- Invoice tagged entirely as 1099 that includes parts: correction logged, AP notified, negative adjustment posted (HMR-4471, -20,000.00).
- C corporation set up as a 1099 vendor: excluded from filing and closed in the exception summary.
- Controller rejects the filing review: the workflow stops for corrections and nothing is filed.
Controls and audit trail
- Working checklist with status per task and the final reviewer named.
- Exception log/summary listing every correction and its status.
- Adjustments entered through the AP 1099 Adjustment Utility with reason, reference and history.
- Controller approval of the filing summary and exception package before anything is filed.
- Filing confirmation reference IDs kept with the year's records.
Practitioner tips
- Run IRS TIN matching on every vendor set up during the year, not just the ones that look odd.
- Sort reportable invoices largest first and compare each to the vendor's typical invoice; mixed invoices stand out quickly.
- Check the due dates every year; weekend dates move the deadline.
- Re-run the extract after posting adjustments so the file you import matches what was approved.
About this recording
In the recording, the agent ran the full year-end process: checklist, vendor and TIN checks, payment review, the mixed-invoice correction, extract, scrub, adjustment and filing through Tax1099. The controller approved the final filing review before submission.
Documented the way you'd train a new hire — and the same way an agent learns it.
Frequently asked questions
How do you run 1099s in Infor CloudSuite Distribution (SX.e)?
Confirm vendor 1099 setup in Vendor Setup, review reportable invoices and payments, then run the AP 1099 Tax Reporting Extract for the tax year with your minimum amount. Corrections go through the AP 1099 Adjustment Utility before the final extract.
How do I correct a 1099 amount in SX.e?
Use the AP 1099 Adjustment Utility: pick the vendor, tax year and form/box, enter the adjustment amount with a reason and reference, and update. In the recording a -20,000.00 adjustment removed parts from a repair invoice, leaving 11,350.00 reportable.
Are credit card payments reported on a 1099-NEC?
No. Payments made by card are reported by the card processor on Form 1099-K, so they are excluded from your 1099s. The recording excluded 4,800.00 paid by card.
Do corporations get a 1099?
Generally no, so a C corporation set up as a 1099 vendor should be excluded. A key exception is legal fees, which stay reportable; the recording kept a law firm and excluded an electrical contractor set up as a C corporation.
When are 1099-NEC forms due?
1099-NEC is due January 31 to both the IRS and recipients, moved to the next business day when it falls on a weekend. For tax year 2026 the recording's checklist shows 02/01/2027.
Can an AI agent do 1099 preparation in Infor CloudSuite Distribution?
Yes. As shown in the recording, the agent works the same SX.e, Excel, IRS TIN Matching and Tax1099 screens a person does. The controller reviewed and approved the filing before anything was submitted.