WorkingPoint displays contacts on the 1099 report that you have selected to be tracked for a 1099.
To select a contact to be tracked for 1099 reporting:
Click the Contacts tab to open the Contacts List.
Move the pointer to the left of the contact you want to edit. You’ll see this:
Click Edit.
Check the "Include payments made to this [company or person] on 1099 Reports" check box.
Click Save.
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Note: When you check the "Include payments made to this company on 1099 Reports" checkbox for a company, all associated people will automatically be tracked for 1099 reporting as well. |
*Access to this feature may depend on your account plan. Log into your WorkingPoint account and click "Account" (in the upper right hand corner), then "Change account plan" to view your plan details.