Reviewing the 1099 Report in Xero

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Learn how to review your 1099 report in Xero for accuracy before filing. This tutorial covers verifying vendor details, adjusting transactions, and exporting data for review. • 00:00 - Introduction to reviewing the 1099 report • 00:06 - Accessing the 1099 report and disclaimer • 00:22 - Reviewing populated 1099 rules • 00:51 - Missing W9 information • 01:12 - Federal tax classification and box numbers • 01:51 - Reviewing individual vendors • 02:21 - Including or excluding transactions • 03:00 - Excluded credit card transactions • 03:18 - Editing 1099 rules • 03:33 - Exporting 1099 data to CSV • 04:24 - Final review and e-filing options

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