Helpful Reports - 1099 Person Data Review

Run this report in order to find Suppliers and People who were:

• paid but not set up to receive a 1099
• who were paid and should receive a 1099 but have missing mailing address
• who were paid and should receive a 1099 but have a missing TaxID

1. Click Reports
2. Click All reports submenu
3. Click Accounting
4. Double-click 1099 Person data review
5. Choose company
6. Choose year
7. Select parameters to run
   • missing TaxID, missing address, etc
8. Click preview

In the sample report that was generated for this article, there are several records that has a missing 1099 type and missing tax id

To add / update tax id information

1. Click People
2. Click search

3. Type some portion of the agent name
4. Select person type from the dropdown list to limit person types in the search results
5. Click search
6. Click the name of the agent

7. Click People Links
8. Click lock next to personal tax ID field
9. Enter missing personal tax ID number and any other missing information
10. Click save

If the lock is disabled it means that your darwin Cloud username does not have the 1099 Tax ID Role assigned. Please have your Administrator assign 1099 Tax ID Role to your username.

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