AGRIS Customer Documentation

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Benefit:

  • Reduce time and effort to calculate the Qualified Payments amount in Box 7 of the 1099-PATR based on your situation.
  • Maximize flexibility to calculate the Qualified Payments amount in Box 7 of the 1099-PATR based on 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. AGS-10817-QualifiedPayments2020-02-19_07h07_12.png
  2. The following columns of data appear in the spreadsheet:
    1. AGS-8017-QualifiedPayments-Example2020-02-19_07h08_20.png 
    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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