Getting 1099s Ready Video

Learn about 1099 updates in Trustee Suite for tax year 2021. This class will also take you through the steps to prepare and print 1099s, including:

  • Collecting necessary information beforehand
  • Setting up professionals as repetitive payees
  • Identifying payees requiring a 1099 form
  • Setting parameters for the 1099 forms report
  • Purchasing and printing copies of 1099 forms

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