Advanced Reports - New "Qualified Payments Export/Import" standard spreadsheet report to help prepare 1099 PATR - Box 7 Qualified Payments amount (AGS-10817)

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

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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