Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Set Up 1099 Payees

Set Up 1099 Payees

  • Configure the
    Supplier
     business process and security policy in the Suppliers functional area.
  • Security:
    • Process: Ad Hoc Payee
       domain in the Banking and Settlement functional area.
    • Process: Miscellaneous Payee - Edit
       domain in the Miscellaneous Payments functional area.
    • Self-Service: Miscellaneous Payee
       domain in the Miscellaneous Payments functional area.
    • Set Up: Assign Contingent Worker
       domain in the Suppliers functional area.
    • Set Up: Investor
       domain in the Financial Accounting functional area.
You can configure these payee types to include in your 1099 returns:
  • Ad hoc payees.
  • Independent contingent workers.
  • Investors.
  • Miscellaneous payees.
  • Suppliers.
  1. Access 1 of these tasks:
    • Assign Tax Authority Form Type to Contingent Worker
      .
    • Edit Ad Hoc Payee
      .
    • Edit Investor
      .
    • Select
      Miscellaneous Payee
      Edit
       from the related actions menu of the miscellaneous payee.
    • Select
      Supplier
      Create Supplier Change
       from the related actions menu of the supplier.
  2. Select the
    1099 (MISC/NEC)
     option from the
    Tax Authority Form Type
     prompt.
  3. As you verify the tax information of your 1099 payee, consider:
    Option Description
    Report 1099 with Parent
    Select
    Supplier
    Create Supplier Change
     from the related actions menu of the child supplier. In the
    Supplier Hierarchy
     section, select the check box to consolidate 1099 reporting for parent and child suppliers.
    Default Withholding Tax Code
    Select
    Supplier
    Create Supplier Change
     from the related actions menu of the 1099 supplier.
    When you opt in to the Combined Federal/State Filing Program, default withholding tax codes:
    • Make data entry easier.
    • Help ensure that Workday includes all 1099 payments in your combined returns.
    National ID Type
     or
    Tax ID Type
     or
    TIN Type
    Workday only displays tax identifiers on 1099 forms that have a United States:
    • Tax ID Type
       for suppliers and miscellaneous payees.
    • National ID Type
       for contingent workers.
    • TIN Type
       for ad hoc payees and investors.
    Tax ID
     or
    Identification #
    Workday only displays the primary tax identifier of the payee for suppliers or miscellaneous payees.
    Leave blank when 1099 suppliers report with their parent supplier.
    FATCA
    You can report on your 1099 forms that suppliers or miscellaneous payees are subject to the Foreign Account Tax Compliance Act.
    Alternate Name Usage
    You can enter an alternate name for all payee types except contingent workers.
    Select:
    • 1099 Recipient
       to replace the legal name on 1099 forms.
    • Doing Business As
       to add the alternate name after the legal name on 1099 forms.
    Address
    Enter an address to use for
    Tax Reporting
    . When payees don't have a tax-reporting address, Workday uses their primary address.
    For contingent workers, Workday displays the primary home address on 1099 forms.
  • Run the
    1099 Audit Report
     to identify 1099 payees with missing tax information.
  • Run the
    Duplicate Supplier Taxpayer ID Number Report
     to identify suppliers with duplicate taxpayer ID numbers.