Feature Requests

Any chance we can get a title change from "Prepare 1099s" to something more appropriate like "Review/Confirm 1099 Vendors"? New users get confused and think they are supposed to be preparing 1099s, so they ignore the task....until YE....and then it is a nightmare.

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).

I need to be able to export the list of new vendors. Can you add that please!

Double allows you to exclude items from the 1099 report as long as they are specific accounts, a check/ref number, or transaction type. We have items that flow through the bank account that are debit card transactions. Right now, there is not an easy way to flag these items to be excluded from the 1099 list. If we could set an exclusion that searched for a specific phrase in the bank text, that would solve this issue. For example, exclude all transactions with "Visa Purchase" in the bank text. Another solution would be to allow the ability to exclude expense transactions that have a certain "Payment Method" selected. This second option would be more time-consuming from a bookkeeping perspective (you would have to make sure each expense has a payment method selected), but if that is the only option, it would be better than nothing.

I LOVE being able to request vendor W-9s through Double! I'd love to be able to send them their 1099s that way too. I know filing apps (QBO, Tax1099) deliver electronically but sometimes they get lost in cyberspace. I end up with emails and phone calls looking for copies. I'd love an easy secure way to send them.

You have LLC S-corp, C-corp, partnerships, but not just simple LLC single members, which do require 1099s. It's not right to lump them in with sole proprietors or other LLC types, nor should they have to be included in Other, since they are so common.

I would like to to reorder columns so I can see the ask client column while still seeing the Vendor name

Why can't these email reminders be set up to be automated to vendors? The functionality already exists for clients, so should be pretty simple to sub in vendor email address instead. Also, when you manually send the W9 reminder email to a vendor, there's absolutely nowhere to see if/when any reminders were sent. That seems like such a basic function that's missing.

It makes sense to have the same info in the Payer Info screen as in the Track1099 Add New Payer screen.