Agent & Outside Brokerage auditing for tax reporting

Agent & Outside Brokerage auditing for tax reporting

Scouring through your Brokerage's people's page to check each agent, their organization, and Outside Brokerage profile(s) are up to date can be daunting.  The easiest way is to head to Reports> Tax Returns Report, choose the year you're reporting for, choose include Outside Brokerages, if you're providing tax forms to them, and download as an csv, xlsx, or google drive file and look for the missing data there!

Agents who's 1099/T4A's are reported as organizations, read this article on how to setup/handle this.