Run the 1099 Report in Load Manager
Run the 1099 Report in Load Manager
Before You Use This Article
- Access needed: Load Manager login and permission to use this screen, report, setting, or workflow.
- Use this article when: you are working with billing, customer records, accounting, settlements, reports, or dashboard results inside the Load Manager account your company already uses.
- Use a different article when: you need document or dispatch direction for a specific company type; brokers should use Rate Confirmation Layout and Features, dispatch services should use Dispatch Report Overview for Dispatch Services, and trucking companies should use Dispatch Report Overview for Carriers and Trucking Companies. For full setup order, start with Freight Brokers, Carriers, Owner-Operators, and Trucking Companies, or Dispatch Services.
Use the 1099 report to review and export 1099 information for carriers or drivers paid through Load Manager. Freight Broker and Dispatch Service accounts typically use this report for carrier payees. Carrier and trucking company accounts typically use it for driver payees.
This article explains how to prepare your data, generate 1099 PDF files, and export a CSV spreadsheet for review with your accountant or tax professional.
Before You Start
The 1099 report uses the carrier or driver information and payment amounts saved in Load Manager. Before running the report, review the payee records and confirm the information is complete.
- Payee name: Confirm the carrier or driver name is correct.
- Mailing address: Confirm the address, city, state, and ZIP code are complete.
- Federal tax ID: Confirm the carrier or driver tax ID is entered where your account stores payee tax information.
- Payment amounts: Confirm all carrier or driver pay, expenses, and adjustments for the selected year have been entered correctly.
- Company tax ID: Confirm your company tax ID is saved in your company setup, or enter it on the report screen before generating PDFs.
Ask your accountant or tax professional which payees should receive a 1099 and which forms or filing methods apply to your business.
Open the 1099 Report
- Go to Reports.
- Select 1099.
The 1099 report is available to users with report access. If you do not see the 1099 option, ask an administrator to review your user role and report permissions.
Generate 1099 PDF Files
The PDF option creates downloadable 1099 form files for the selected calendar year and selected copy types.
- Enter your Company Federal Tax ID if it is not already saved in your company setup or if you need to use a specific value for this report run.
- Choose the Select Calendar Year value.
- Select the copies you need:
- Copy A (IRS)
- Copy 1 (State)
- Copy B (Recipient IRS) and Copy 2 (Recipient State)
- Copy C (Payer)
- Click Run Report.
- Wait for Load Manager to generate the selected files. The PDFs download when each copy is ready.
Important: Load Manager creates and downloads the 1099 files. It does not submit forms directly to the IRS, state agencies, or any tax filing system.
Export the 1099 CSV Spreadsheet
The CSV export creates a spreadsheet-style file with the 1099 data for the selected year. Use this file to review the data, make corrections outside Load Manager if needed, or share the information with your accountant or tax professional.
- Choose the Select Calendar Year value.
- Click Export CSV.
- Save the downloaded CSV file to your computer.
- Review the file before using it for tax preparation or filing.
Understand the Copy Types
Your tax professional can confirm which copies you need. In general, the copies are used as follows:
- Copy A: IRS copy.
- Copy 1: State tax agency copy, when required.
- Copy B and Copy 2: Recipient copies for the carrier or driver.
- Copy C: Payer copy for your records.
If No Data Is Found
If Load Manager shows that no data was found, check the selected year and review the carrier or driver records included in your 1099 process.
- Confirm the payee has payments or expenses entered for the selected calendar year.
- Confirm the payee record is connected to the correct company account.
- Confirm the payee name, address, and tax ID are complete.
- Confirm any pay or expense corrections have been entered before rerunning the report.
Filing Reminder
Load Manager helps you prepare and export 1099 information from your TMS data. It does not decide whether a 1099 is required, file forms on your behalf, or confirm IRS/state filing rules.
For IRS electronic filing information, review the IRS Information Returns Intake System (IRIS) guidance or work with your accountant or tax professional.
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