Finding Associate 1099 Tax Information

Learning Experience Team

March 11, 2021 22:25

Admin: Corporate Admin
Page: Reports > SQL Manager
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Reports/SqlViewer
Permission: SqlManagerAdministrator(), SqlManagerBasic(), or SqlManagerReadOnly()

Using the SQL Manager, you can locate Associate 1099 Tax information.

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.

Navigate to the SQL Manager.

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

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.

The data displays in a table below the Query Box.