How to set 1099 or w2 employee

General support regarding TimeTrex, such as
configuring policies/taxes or processing payroll.
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bobconan
Posts: 2
Joined: Mon Jan 11, 2021 6:26 pm

How to set 1099 or w2 employee

Post by bobconan »

When I run the tax report for 1099-nec or w2/w3 both reports give the same payroll data. How do I select either specific employees for the reports or set an employee as w2 or 1099?

shaunw
Posts: 7670
Joined: Tue Sep 19, 2006 2:22 pm

Re: How to set 1099 or w2 employee

Post by shaunw »

You will need to filter each report accordingly. For example all your 1099 staff may be under a specific branch, department or employee group, then you can use the report "Setup" tab to add a filter field and base it off of that.

bobconan
Posts: 2
Joined: Mon Jan 11, 2021 6:26 pm

Re: How to set 1099 or w2 employee

Post by bobconan »

It looks like I don't have a filter option?

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shaunw
Posts: 7670
Joined: Tue Sep 19, 2006 2:22 pm

Re: How to set 1099 or w2 employee

Post by shaunw »

Click on the "Fields" dropdown box to add filter fields, then click back on the "Report" tab to see them.

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