Downloading your 1099 Report


Please follow these simple steps in properly generating and downloading your year end 1099 reports.


  1. Update your TaxID (SSN for individuals), EIN (if you are filing as a corporate entity), Tax Reporting Name and Home Address (Under Basic Details Tab) within your profile->Account Info tab


Profile Account Setup


  1. Select Menu->Reports
  2. Click on "1099 Report"



Generate Your 1099


  1. Select "Generate Report" (please make sure popup-blockers are disabled)
  2. Save to your local computer and forward to your tax advisor


Video Tutorial At:

https://www.loom.com/share/92805196d64d46238fdf7378a057f536





Updated on: 01/30/2021

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