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How to Generate a 1099 Transaction Detail Report
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Configure Accounts for 1099 Reporting
Generate a 1099 Transaction Detail Report
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Navigate to Brokerage Engine.
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Click "Accounting"
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Configure Accounts for 1099 Reporting
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Click "Settings"
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Click "Configuration"
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Either type the Account Name or Number to track for 1099 for reporting purposes, or select from the dropdown menu.
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Click on the required accounts.
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Once the list is complete, click on the "Save" button.
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Click "OK"
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Generate a 1099 Transaction Detail Report
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Click "Reports"
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Click "Accountant Reporting"
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Click "1099 Transaction Detail Report"
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Select a date range from the dropdown menu or click on the small calendar icons to establish the range.
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Click "Select Vendor"
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Type the name of the Agent(s) and select once the name displays, or type "All" to select all Vendors.
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Click "Close" once finished.
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A number will display in the corner of the "Select Vendor" button, showing how many Vendors have been selected for the report. Click "Generate"
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The Report will generate for all the Transaction Types under the Vendor for the Account(s) configured to track for reporting.
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