Brokerage Engine Support

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























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