# Work with 1099 forms

Find your 1099 records, understand their statuses and follow the preparation workflow.

Canonical: https://demo.qixcount.com/help/taxes/1099-overview

Who can do this: Owners, or people with *View financial reports*; creating, generating and filing need *Export reports and 1099s*

Where: Tax, then 1099 forms

You'll need: Tax turned on in Features

QixCount keeps 1099 form records for your vendors. You can prepare drafts, review amounts, download a PDF and record filing or recipient-delivery dates. Marking a form filed or sent only updates the record; it does not submit a form or email a recipient.

If **1099 forms** isn't in the sidebar, someone with settings access can turn on **Tax** in [Features](https://demo.qixcount.com/help/setup/features-and-presets).

Open **Tax**, then **1099 forms**. Choose the year and status, then select **Filter**. The page initially uses the previous year. Summary cards cover the selected year even when you filter the list by status.

![1099 Forms with year and status filters and preparation actions](https://demo.qixcount.com/images/help/taxes-1099-overview.webp)

## Understand the workflow

| Status | Meaning in QixCount |
| --- | --- |
| Draft | A saved form awaiting generation. It can be edited. |
| Generated | Someone selected Generate Form. It can still be edited and has a PDF download control. |
| Filed | Someone recorded the filing. Ordinary editing and deletion are blocked. |
| Voided | A separate void record linked to an original form. The original remains. |

A correction starts as a new Draft and carries a correction badge. The status filter also offers Corrected, but creating a correction does not assign that status.

## Prepare forms

Start with [vendor 1099 information](https://demo.qixcount.com/help/taxes/set-up-vendors-for-1099), then [create forms individually or in bulk](https://demo.qixcount.com/help/taxes/create-1099-forms). Follow [review, printing and filing](https://demo.qixcount.com/help/taxes/review-and-file-1099-forms). For an already filed original, see [correct or void a form](https://demo.qixcount.com/help/taxes/correct-or-void-a-1099-form).

You need *View financial reports* to see forms and download PDFs. Creating, editing, generating, filing and updating vendor 1099 information require *Export reports and 1099s*. Owners and accountants assigned through approved firm access have both. Firm access does not include *Manage business settings, roles & permissions*, needed for sales tax setup. Some controls remain visible even without the permission needed to complete the action.