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How do I manually create forms in Payable?

Last Updated:
December 27, 2016

After you set your company’s default tax settings, you’ll see the option to either import data or manually create forms. Select the option to manually create a form by clicking “Create New Form."

create a 1099 form

From there, choose which recipient to create a form for. If you need to create a form for someone not in Payable then you'll need to invite them as a new worker. First go to the "Team" page and at the top select "Add Worker." This is what it'll look like:

add worker

Once invited, you can input all the required fields for either 1099-MISC or 1099-K. For a box-by-box guide, see our article on: Generating the 1099-MISC & 1099-K.

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