1099 Needed Tab
Grace Lewis
Merged in a post:
Prepare 1099s: 1099 required tab
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Jackie Anthony
Is it possible to add another tab for 1099s Required? We already have 30 suppliers in the 'For Review' tab for 2023 but we only need to chase 4 suppliers for their W9s. Life would be so much easier if the 'For Review' tab only contained the list of suppliers that we need to take action on.
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Amy English
Agree, I would love the "review section to clear out if the vendor has been reviewed like in other sections. For clients with many 1099s needed I find it really hard to have to keep switching the view to make sure I have handled each vendor. This would be especially helpful on clean ups.
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Erica Hughes
Agreed! I'd be wonderful to create an additional tab for new vendors that haven't been marked yes/no yet, something like:
- New / For Review
- Reviewed
- 1099 Not Needed
- All