The AP team's guide to a stress-free tax season: Get 1099-ready before year end

Everything you need to file 1099s is already sitting in NetSuite — the bills, the payments, the full vendor history. What's usually missing in December is two checkboxes and a W-9, and both are far easier to capture the day a vendor is created than eleven months later. For AP teams running vendor setup out of email threads, that gap is what turns January into a fire drill. In this session, we break down how 1099 reporting actually works in NetSuite today and what to put in place before year end. From the two flags the system needs, to a live walkthrough of vendor records, account categories, thresholds and the bundle-driven saved searches, to a demo of Advanced Vendor Onboarding capturing 1099 status, tax IDs and W-9s on day one. ➤ SHOW NOTES / FULL RECAP: The written companion to this session, including the sales-and-use-tax angle we only touched on → https://charted.com/blog/1099-vendor-... CHAPTERS 0:00 Why does tax season always turn into a December fire drill? 4:18 How do most AP teams track 1099 vendor status today? 6:09 Which two flags does NetSuite actually need for 1099 reporting? 8:54 It's already October — is it too late to set this up? 9:55 Where is the 1099 eligible checkbox on the vendor record? 12:34 How do I tag an expense account with a 1099 category? 14:42 What's the reporting threshold — and did the new tax bill change it? 17:10 Which 1099 bundle should I install? 20:00 Which transactions actually pull into the report, and how do I file? 22:41 Why is onboarding the best moment to ask a vendor for a W-9? 27:44 What's new in the vendor onboarding queue — and how do I turn it on? 31:34 What does the vendor actually see on the onboarding form? 37:11 Is the threshold really moving from $600 to $2,000? 41:07 What happens if a vendor's TIN is missing or out of date? 45:06 Do 1099s expire — or is it the W-9 that goes stale? ➤ RELATED FROM CHARTED ◆ The vendor onboarding solution Marlon demos from 22:41 → https://charted.com/ap-automation-sui... ◆ The rebuilt onboarding queue and bulk sends shown at 29:21 → https://charted.com/blog/whats-new-wi... ◆ Where the submitted W-9 ends up on the vendor record, 33:18 → https://charted.com/ap-automation-sui... ◆ Vendor approvals as the extra control layer, mentioned at 34:11 → https://charted.com/ap-automation-sui... ◆ Watch the on-demand webinar → https://lp.charted.com/webinar-ap-tea... ➤ GET A DEMO / START HERE Talk to a Charted consultant → https://charted.com/get-started/?utm_... ➤ EXPLORE CHARTED ◆ AP Automation Suite → https://charted.com/ap-automation-sui... ◆ Invoice Automation → https://charted.com/ap-automation-sui... ◆ Payment Automation → https://charted.com/ap-automation-sui... ◆ Accrual Automation → https://charted.com/ap-automation-sui... ◆ NetSuite Services → https://charted.com/services/?utm_sou... #NetSuite #1099Reporting #VendorOnboarding #APAutomation #TaxSeason #Accounting ➤ FOLLOW US LinkedIn →   / charted-formerly-squareworks   YouTube →    / @charted-formerly-squareworks   Charted is a NetSuite-only Alliance & SDN Partner delivering NetSuite-native AP automation — invoice processing, approvals, payments, and accruals built inside NetSuite — backed by expert implementation, optimization, and managed services. (Formerly SquareWorks Consulting.)