Create a custom 1099 dashboard
A
Andrea Forte
I would really love to have a custom view to use during 1099 season so that I can have a overview of where we are with the 1099 filing process.
I want to see all clients listed and see how many 1099s are needed vs how many have been filed. how many W9s are still needed, open questions.
Then if we click on any client, we can see the vendors with a summary of things that are shown in the 1099 report inside the close. I don't need to have ALL the information here (I don't need to see all the EINs and addresses) I just want to know how much info we are missing to complete the job.
All the information would come from inside the 1099 report in the close. No fields should be editable here (unless the changes can sync back to the 1099 report).
G
Gloria Gaither
Yes this would be super helpful!!
B
Brenda Keomany
yest please
C
Conner Schryver
Yep that would be good. We currently build this out in Notion each year, but if it was in Keeper that would save some time for sure.
T
Tyler Otto
Oooh, i could dig it!
D
Debbie Boeddeker
Yes, please
D
Dandi Holec
Great idea!
A
Ammon Ziebarth
Yes, sign me up!
One simple improvement would be to include a checkbox indicating whether a client is required to file a 1099—yes or no. Not all of our clients need or want this service.
A
Alicia Porter
Ammon Ziebarth I add this as a "property" for each client because I couldn't keep track of who we file for and who we don't. It would be reall great if all of it showed in a dashboard view!
A
Ammon Ziebarth
Alicia Porter Great tip! one more spreadsheet eliminated. Thanks!
A
Ardath Waller
Yes!
A
Andrea Forte
Michele Martinek Sharon Bailey Megan Reif Martha Cressy Ammon Ziebarth Dandi Holec Angie Simmons Morgan Padgett Lauren Still Ben Stein Ardath Waller Robin Angaiak Alicia Porter Susan Nelson Ian Atkinson-Baker Amanda Timcoe Kenny Song Jacob LaCour Tyler Otto