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1099 report - Ability to print

Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.

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Scott Patterson shared this idea  ·   ·  Report…  ·  Admin →
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  • Bryan Struckmann commented  ·   ·  Report

    This is critical in checking the accuracy and verifying the uploaded amounts to the 1099 reporting software

  • Jamie Loeb commented  ·   ·  Report

    This is a needed feature. With only a few to do, I would rather print them myself.