Description
Use this report to review transactions at merchants to understand whether or not to include each transaction in the total spend for 1099 reporting. This data will aid in resolving questions such as whether a transaction or specific merchant needs to be included for 1099 reporting. This report will be limited to merchants that have merchandise and service transactions. This report is best viewed in PDF format.
Report Columns
Last Name
First Name
Account Number
Transaction ID
Debit Transaction Amount
Credit Transaction Amount
Transaction Date
Post Date
Transaction Notes