Finding Associate 1099 Tax Information

Admin: Corporate Office
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.

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.

1. Navigate to the SQL Manager

2. 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>'.

3. Click the Run button.