Feature Requests

I suggest the "Prepare 1099" report could be toggled between cash basis and accrual basis. It's currently on cash basis so new vendors don't show until payments go out. If we could toggle to accrual basis then we would be able to request W9s through the report after the bill has been entered.

Please add a separate field for State Business ID / State Tax ID / BIN in the “Payer Info” section of Prepare 1099s. We all LOVE the Prepare 1099s feature in Double. Seriously, amazing work on this. The workflow and export functionality have already saved me a ton of time during 1099 season. One gap I recently ran into involves state compliance identifiers. Right now, Double only supports the federal EIN/TIN in the Payer Info section. That works great federally, but many states also use a separate state identification number for matching 1099 filings. For example here in Oregon: Federal filing uses the FEIN Oregon uses a separate BIN (Business Identification Number) I recently discovered this after filing through Tax1099. The export from Double worked beautifully, but there was no place to store/export the Oregon BIN, which can create issues matching state filings to the proper state account. Suggested improvements: Add optional “State ID / BIN” field(s) inside Payer Info Include state selection if needed Allow this information to export into supported 1099 filing platforms like Tax1099 Potentially support multiple state IDs for multi-state businesses This would make Double’s 1099 workflow even more complete and accountant/bookkeeper-friendly for real-world state compliance workflows. Again, huge appreciation to the Double team. The 1099 prep/export tools are already excellent. This would just close an important gap for state filing workflows.

Do TIN verification / checking throughout the year

I would like to have a place where I can see all W9s collected for all clients. Some of my clients use the same vendor and instead of trying to remember if we already have gotten their W9 on another client or searching through all the clients trying to figure which other vendor used them, it would be nice to have one place where I could view all the W9s we have collected so I can easily add them onto my other clients files.

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.

I would like to have it more in stages. Like "Research" "Awaiting Info" "Not Required" "Ready to File" and "Filed" Rather than a couple buttons to click. It would make it easier for me to know where each one is at. Right now it's "Incomplete" "completed" and "All" so just would like to be able to break it down further. It would speed up my time (make this more disability accessible). Thanks!

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.

Allow multi-select to bulk exclude transactions for a vendor. Use case: a bunch of transactions for a specific vendor won't need a 1099 but you don't want to say that vendor will never need a 1099 so you want to exclude a batch of transactions for them. Maybe you paid them 10 times using a debit card and then started writing checks for instance. You'd want to be able to exclude the 10 debit card transactions all at once without having to individually click exclude and then click to confirm confirm on all ten transactions .

There are 20 states that don't participate in the Combined 1099 Filing with the IRS. If a vendor lives in one of those states, I have to look up the filing requirements for that state. It would be very helpful to have a check box or an auto generate alert based on the state somewhere in the 1099 area. It would be really cool if it populated instructions (see Track1099s state filing area) so we didn't have to look it up. Maybe the address in that area is enough, but I'm just dreaming.... =) These are the states that DO do combined filing...its' the other ones that are stinkers. Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Indiana, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, South Carolina, Wisconsin