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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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  • Phil Kirkendall commented  ·   ·  Report

    I think we absolutely need to be able to download the filing copies.. even if the EIN and SSN are blocked out, we need to able to see what was actually filed. Oftentimes, people come back and ask for copies much later and we need to have them on file.

  • 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.