On the Portfolio Reporting page, make these drop-down list selections:
Note: With each drop-down list selection, the page will refresh to display additional or alternative options as appropriate.
- Reporting Area: Select Merchant Detail.
- Report Occurrence: Select Monthly.
- Report: Select Merchant Tax (1099K).
The page refreshes and the Merchant Tax (1099K) filter criteria become available.
Select the Bank Number(s) to include in the report.
Note: To select multiple bank numbers, press and hold Ctrl, and then click the bank numbers you want.
Enter information in these fields to filter your report as required:
- Group ID
  The six-digit group number to which an association belongs.
- Association ID
  The six-digit number that indicates the association to which a merchant belongs.
- Merchant ID
  A number assigned by TSYS that identifies the merchant.
- Federal Tax ID
  The nine-digit federal tax identification number for a merchant or authorized signer.
  
  Note: For more information, refer to Searching for data entities.
From the Activity Year drop-down list, select the year you want to report on.
From the 1099K Participation Flag drop-down list, accept the default Yes to report on merchants flagged for 1099K participation, or select No or All as required.
Click Generate Report.
If data for the selected criteria are available, the report opens.

Note: You can customize the data you want to view. For more information, refer to Customizing Reports.