1099 workbench
Module: Financials · For: Carrier users · Page address: /carrier-portal/financials/tax/1099-workbench
How to get there
Section titled “How to get there”Finance → Payroll → Tax & Compliance → (a record)
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Payroll module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
What this page tells you
Section titled “What this page tells you”The 1099-NEC threshold for TY2026 is pending in the registry (not yet published there). Reportability is not determined — no figure is carried forward. Your company’s default for payments to carriers. IRS Instructions for Forms 1099-MISC and 1099-NEC (Rev. December 2026) list payments for freight and storage, and generally payments to corporations, as not reported on Form 1099-NEC. Confirm with your tax adviser.
What you see
Section titled “What you see”- Tax year
- Carrier freight payments
- Payees
- Payees
- Prepare a 1099-NEC
Tab: Payees
Tab: Prepare a 1099 NEC
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
What you can do
Section titled “What you can do”- How this works
- Tax & compliance
- Payee
- W-9 status
- How payments are treated
- 1099-NEC
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Tax year | No | combobox | 2026 |
| Not reported — IRS lists freight as an exception (recommended) | No | radio | |
| Report on Form 1099-NEC | No | radio |
Loading, empty and error states
Section titled “Loading, empty and error states”Loading state
Tooltip state
Last updated 2026-10-27