Brokerage Engine Support

Agent Generated 1099 Transaction Detail Report

Modified on Thu, 27 Jul 2023 at 04:12 PM

Agent Generated 1099 Transaction Detail Report

Overview:

In this article, we will provide instructions on how Agents are able to generate their own 1099 Transaction Detail Report.

Important to know:

Agent Access to their 1099 detail report is not a default configuration. To have enabled, please request this directly from your BE CSM.
This report is only available for Clients with the BE Accounting Module.

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide