Admin: Corporate Admin
Page: Reports > SQL Manager
Permission: SqlManagerAdministrator(), SqlManagerBasic(), or SqlManagerReadOnly()
Using the SQL Manager, you can locate Associate 1099 Tax information.
Warning: Verify the generated information is correct, as DirectScale does not guarantee 100% accuracy. This can be done yourself or using an accounting product or service.
Add this statement to the SQL Query box:
Select Dis.TaxID as SSN, Dis.backofficeID, Concat(Dis.FirstName,' ',Dis.LastName) as Name, Dis.CompanyName, A.Address1, A.Address2, A.City, A.State, A.Zip, A.Countrycode, Case When Dis.AssociateType = 1 Then '<Type your Associate Type 1 Name Here>' When Dis.AssociateType = 2 Then '<Type your Associate Type 2 Name Here>' When Dis.AssociateType = 3 Then '<Type your Associate Type 3 Name Here>' Else NULL End AssociateType, Sum(CP.Amount) TotalCommissionPaid from CRM_Distributors Dis Join Address A On A.Recordnumber = Dis.AddressID Join CRM_CommissionPaymentBatchPayments CP on cp.AssociateId = Dis.recordnumber where Year(CP.DatePaid) = 2020 --**Enter Applicable Year Here** and cp.PaymentStatus = 3 and isnull(Holdings, 0) = 0 Group By Dis.TaxID, Dis.Firstname, Dis.Lastname, Dis.CompanyName, A.Address1, A.Address2, A.City, A.State, A.Zip, A.Countrycode, Dis.associateType, Dis.backofficeID Order By Name
Important: If you have more than three Associate Types you can add any extra after the others in the statement using the same format. For Example:
When Dis.AssociateType = 4 Then '<Type your Associate Type 4 Name Here>'.
Click the Run button.