# Tax View in Vendors

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### Review 1099 Vendors in Digits

You’ll find a **Taxes** section under **Vendors**, where ✨ Digits automatically evaluates 1099 eligibility. You’ll have a clear workspace to manage both **1099** and **W-9** requirements.

**To access the Taxes view:**

1. From the left navigation menu, click **Vendors**.
2. Click **Taxes** in the top left.

<div align="left"><figure><img src="/files/CKtsS2xM6kWHZwqnkr6H" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" icon="calendar-days" %}
Use the **Year** selector to switch between current and prior tax years.
{% endhint %}

### What You’ll See in the Taxes View:

<table><thead><tr><th width="186.67047119140625">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Payment Method</strong></td><td>Flags vendor payments made via bank accounts (potentially 1099-reportable) vs. credit cards (generally excluded).</td></tr><tr><td><strong>Entity Type</strong></td><td>Helps determine if a W-9 is required. ✨ Digits auto-detects entity type when possible, but you can adjust based on your knowledge.</td></tr><tr><td><strong>W-9 Status</strong></td><td>Mark vendors as Required / Not Required / Available / Unknown.</td></tr><tr><td><strong>1099 Spend</strong></td><td>Calculates total 1099-eligible spend based on payment method, entity type, and annual total.</td></tr></tbody></table>

**You can also:**

* **Sort & filter** by spend or W-9 status to focus on high-priority vendors.
* **Switch years** with the year selector to manage prior or current tax years.
* **Edit anytime:** Click **Edit** to update entity type, W-9 status, or other fields inline.

<div align="left"><figure><img src="/files/IwyfGOph5x0iTigOwQWa" alt="" width="563"><figcaption></figcaption></figure></div>

{% hint style="info" %}
**Tip:** Confirm entity types during client onboarding, so you’ll rarely need to revisit them unless a vendor’s status changes.
{% endhint %}

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### **Manually Qualify 1099s (per Vendor)**

1. Go to **Vendors → Taxes → Edit**.
2. Click a **vendor name** to open that vendor’s transactions.
3. In the **1099 Qualification** column, choose **Qualified** or **Not Required** for a single transaction, or select multiple to bulk-update.

Changes automatically roll up to the vendor’s **1099 Spend total** for the selected year.

<div align="left"><figure><img src="/spaces/uIztBwoMl2RW5oGzS0cZ/files/4bA7LhHo1TQdHXIows6D" alt="" width="563"><figcaption></figcaption></figure></div>

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### Export Tax Data&#x20;

1. Click the **menu** in the top-right (next to *Add Transaction*).

<div align="left"><figure><img src="/files/LuatsH1VpY1wVCCTJGTJ" alt="" width="200"><figcaption></figcaption></figure></div>

Choose one of the following:

* **Download CSV:** save a CSV of customer transactions to your computer.
* **Export CSV to Vault:** save the CSV to your **Vault** folder for sharing or future access.&#x20;

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### Frequently Asked Questions

<details>

<summary>How do I store and track W-9s in Vault?</summary>

Upload W-9s to Vault as you receive them, then filter with Document Type = W-9 (or 1099) to see what’s on file. In Vendors → Taxes, set W-9 Status = W-9 Available for vendors with a W-9 stored.

See: [Store and Track W-9s in Vault](/firms-documents/tax-documents.md)

</details>

<details>

<summary>How is 1099 eligibility determined?</summary>

By the vendor’s Entity Type plus their total 1099-qualified spend for the selected year.

</details>

<details>

<summary>How do I know if a vendor needs a 1099?</summary>

Open Vendors → Taxes. The 1099 required flag is based on Entity Type and 1099-qualified spend.

</details>

<details>

<summary>Can I update the Entity Type and W-9 status in Vendors?</summary>

Yes. Click Edit in Taxes to update Entity Type and W-9 status inline.

</details>

<details>

<summary>Where should I store vendor W-9s?</summary>

In Vault. Upload and tag as Document Type = W-9, then set W-9 Status = W-9 Available in Vendors → Taxes.

</details>

<details>

<summary>Why is a vendor missing from the 1099-required list?</summary>

Check the Year selector, verify Entity Type, and confirm their transactions are marked 1099-qualified within the selected year.

</details>

***

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***


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