Create a 1099 Engagement Type | Firm Feature Requests

Create a 1099 Engagement Type

complete

Dominique Chapman

Advisors commonly offer 1099-NEC/MISC preparation and filing as a courtesy service for their clients. Would it be possible to create an engagement type specifically for this service, allowing advisors to collect W-9 forms and share the final filed 1099-NEC/MISC forms with clients?

February 7, 2025

Lauren LaVan

updated the status to

complete

Create a 1099 engagement by adding a client facing label when creating an engagement.

Select the 'other filing' engagement type and add a client-facing label to better describe your work.

Caroline Lukins

updated the status to

planned

Thanks for sharing this feedback, Dominique! This is something that our team is planning on adding. We'll keep you in the loop as we build support for additional engagement templates.

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