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The 1099 Data report: what it lists, the flags that tell you whose tax details are incomplete, and why sensitive numbers stay hidden until you ask for them.
Updated August 19, 2026
Who can see it: administrators with the Reports and Accounting capability, and Primary Admins. Treat access as you would any payroll record.
One row per payee for the year, with the name, the license number, the business name, the tax identification details and the total received. It is the working list you use to prepare 1099 forms, not the forms themselves.
Social security and tax identification numbers do not show on screen until you turn on Show Social Security and Tax-ID. They are always in the exported file, so treat that download as the sensitive document it is.
The report carries an IRS Verification column. It confirms an agent's legal name against their social security or tax identification number, so a mismatch is caught before a form goes out rather than after. It is an add-on, and the report links to Add-ons where you can see it.
Export this data gives you a CSV named for your company and the year you filtered to, so last year's file does not get overwritten by this year's.
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Example 1099 report data for tax year 2024: Agent: John Smith - Type: Agent - License: TX-123456 - D.B.A.: Smith Realty Group - SSN: ***-**-1234 (encrypted) - Address: 123 Main St, Austin, TX 78701 - Total Received: $45,250.00 Agent: Jane Doe - Type: Agent - License: TX-789012 - D.B.A.: (blank) - SSN: ***-**-5678 (encrypted) - Address: 456 Oak Ave, Dallas, TX 75201 - Total Received: $28,500.00 Note: The report includes all commission components (agent take, advances, referral bonuses) for each agent. Missing SSN or address information would be highlighted in red for correction before export.