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How to set 1099 or w2 employee

Posted: Mon Jan 11, 2021 6:32 pm
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?

Re: How to set 1099 or w2 employee

Posted: Tue Jan 12, 2021 9:50 am
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.

Re: How to set 1099 or w2 employee

Posted: Fri Jan 15, 2021 3:33 pm
by bobconan
It looks like I don't have a filter option?

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Re: How to set 1099 or w2 employee

Posted: Fri Jan 15, 2021 5:35 pm
by shaunw
Click on the "Fields" dropdown box to add filter fields, then click back on the "Report" tab to see them.