How Do I Generate 1099’s in Zola Suite?
You can produce a list of Vendors with the option to generate a 1099-MISC or 1099-NEC form in the 1099 Reporting Section.
- To access this report, go to Accounting > Reports > Vendor Reports > 1099 Reporting:
- By default, Vendors who have received at a minimum $600 in payment for the prior year will display when accessing the 1099 Report. Any of the filters at the top of the page can be used to filter the data.
- To the left of the Vendor Name you will notice a check box and to the right a print icon, indicating that this Vendor can have a 1099 generated. If you do not see this checkbox, that means some required data is missing on the Vendor record.
In the above example the vendor Verizon is missing a defined form Type.
To resolve this select the Vendor name on the report to load the Vendor Details. Here changes can be made to Vendor Data.
To print a single 1099 select the print icon to the right of the record. Use the multi-select option to prepare a single pdf for each vendor selected
How Secure Is Zola Suite?
Zola’s experienced security team employs state-of-the-art technology to detect, investigate, and stop threats before they can impact your firm’s operations. Here are just a few ways we keep your practice safe 24/7/365: External Security Audit We ...
Using Zola Suite's Personal Injury Module
Zola Suite now has a Personal Injury Module to help you track and disburse Settlements more efficiently! To get started using this feature, you'll want to go into Firm Settings-> Billing and Accounting-> PI Expense Categories and PI Settlement Memo. ...
How Do I Calculate Compensation in Zola Suite?
Overview Law Firms compensate their attorneys and staff based on a wide range of criteria including origination, management of cases and work performed. Zola Suite provides a number of reporting tools to enable firms to generate compensation data. ...
Zola Suite Support
If you are in need of any assistance or would like to submit feedback please contact our support team General Support Submit a Ticket from Zola Suite (Recommended) Submitting a ticket through the interface by clicking on the "?" icon in the top right ...
Does Zola Suite Handle Bank Reconciliations?
If you want to ensure that all of the balances for your trust or operating accounts are accurate, you can utilize our Bank Account Reconciliation feature. This will confirm that the bank balance, book balance in Zola Suite, matches your Financial ...
Experiencing degraded performance in CARET Legal?