Darwin Cloud

1099 Notes

Updated on

How to add 1099 notes in person record

  1. Click People menu
  2. Search for the person name
  3. Click People links submenu
  4. In 1099 notes, enter information about the 1099 of the person record
  5. Click save

1099 Notes in Reports

  1. Click Reports menu
  2. Type 1099 on the search field to narrow down the option
  3. Double click 1099 Person data review
  1. Choose Yes or No from the has 1099 notes dropdown
  2. Check off 1099 Person to show 1099 information (uncheck to hide)
  3. Click preview
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