1099 Report Information

1099 Report Information

Admin Information

You must be a Transactions Admin to see Transactions Settings and make this change. If you don't see this when you go to Settings, reach out to the Transactions Admin at your Brokerage.
How to include available years for the agent profile 1099 report:
  1. Click on Settings --> under FinancialBAY -> Transaction Settings 
  2. 3 fields to confirm and look at: 
    1. 1099 Payer Name and Address 
    2. 1099 Payer Tax ID 
    3. 1099 Available Years 
Please make sure the payer name, street address, and city, state, zip are all on separate lines (3 lines total)
Payer Name
1234 Address St.
Los Angeles, CA 90011
Now you can check off all available years that an agent can choose from in their report.


How to access and print the 1099 report: 

Admin printing it for agent:

  1. Click on Financial -> Admin -> Accounting
  2. In the top right-hand corner, click on Print 1099 
  3. Select the year you would like to print the 1099 for 
  4. Select the Agent(s)
  5. Click Next 
  6. Process Complete 
  7. Click Download Print File 

Agent prints their own 1099:

  1. Click on My Account -> Profile 
  2. In the top right-hand corner, click on Print 1099
  3. Select the year you would like to print the 1099 for 
  4. Click Next 
  5. Process Complete 
  6. Click Download Print File 
When they open the file, they will see the company name and address, the tax ID, the agent's earnings, and the agent’s name.


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