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Feature Requests

1099 - create stages
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!
8
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Prepare 1099s / W9s…
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under review
1099 Report - Exporting
Exporting also pulls out our internal comments, our questions to clients, and their answers.
2
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Prepare 1099s / W9s…
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under review
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