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Benefit:

• Reduce time and effort to calculate the Qualified Payments amount in Box 7 of the 1099-PATR based on you your situation.
• Maximize flexibility to calculate the Qualified Payments amount in Box 7 of the 1099-PATR based on you your situation.

Navigation - Usage: 

PAT > Report Manager > Advanced Reports > 1) Print Advanced Reports > 8) Qualified Payments Export/Import (Report ID 90005) 

1. Select Standard Report 8, Qualified Payments Export/Import
   1. 
2. The following columns of data appear in the spreadsheet:
   1.  
   2. NAME ID
   3. Type
   4. Qualified Payments (with standard formula)
   5. Patron Name
   6. Refund Cash
   7. Refund Qualified Stock
   8. Refund Non-Qualified Stock
   9. Refund Qualified Equity
   10. Refund Non-Qualified Equity
   11. Refund General Reserve
   12. Source Allocation Qualified Equity
   13. Source Allocation Non-Qualified Equity
   14. Source Allocation General Reserve
   15. Payback Qualified Stock
   16. Payback Non-Qualified Stock
   17. Payback Qualified Equity
   18. Payback Non-Qualified Equity
   19. Payback General Reserve
   20. Per Unit Retain Allocation

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