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How to Set Up a Vendor Profile to Track for 1099
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33 seconds
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Navigate to Brokerage Engine.
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Click "Accounting"
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Click "Expenses"
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Click "Vendors"
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Click the "Search Vendor" field to locate the agent by name.
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Click on the name of the Agent or the "Action" button at the end of the row.
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The Agent's transactions are not being tracked for 1099.
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Click the "Tax Identification Number" field to add the unique set of numbers that identifies the individual or corporation.
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Click the checkbox for any payment related to this Vendor to be tracked for 1099 payment.
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Click "Save"
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Click "OK"
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The details on the Vendor profile will be utilized for 1099 form generation.
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