Look up what you have paid your independent contractors, broken down by pay date and amount. View payment details and adjust pay amounts to correct total pay, if needed.<\/strong><\/p>\n A common reason for adjusting totals is if you started using RB9 after you had already issued paychecks to independent contractors earlier in the calendar year. Make your 1099-NEC forms accurate by entering year-to-date (YTD) information to summarize payroll transactions from January 1st up to your RB9 start date.<\/p>\n Another common adjustment is to add checks you wrote by hand (such as advances).<\/p>\n When reviewing pay totals, the 1099 Pay Detail function defaults to last year. You can change the date range to view a different pay period, if desired. You can view payments to all resources for the pay period or select a single resource to view their pay details. Pay details include pay amounts and dates, plus any adjustments, check dates, check numbers, and comments.<\/p>\n When viewing details for a specific pay amount, you can enter\/update some information like your check number, check date, remarks about the payment, and your business unit responsible for issuing a 1099 for this payment. You can also view and update the resource\u2019s listing from here.<\/p>\n If desired, you can export this report to save, print, share, or use in other applications.<\/p>\n You can\u00a0adjust individual resource\u2019s pay amounts before printing IRS 1099-NEC forms for your independent contractors or at any time to include checks written by hand or to correct errors.<\/p>\n To include prior payroll for a resource, you create an entry using the last payroll date before you started using RB9, the total payroll amounts you paid the resource during the calendar year from January 1 to the payroll date entered, and\u00a0the last check date before you started using RB9.<\/p>\n To add handwritten checks, you enter the actual pay date, the check amount, and the date the check was written.<\/p>\n For all adjustments, you must assign one of your business units that will be responsible for issuing a 1099 to the resource. Usually this is your main office, which is the default. You can also enter the check number and\/or the reason for the adjustment.<\/p>\n The pay adjustment is added to the resource\u2019s pay listings with a checkmark in the Adjustment column so you can quickly differentiate adjustments from other total pay amounts.<\/p>\n NOTE: This is an RB9 Standard-only function. It is not included in RB9 Lite.<\/em><\/p>\n TL;DR: Review payments made to independent contractors. And before printing IRS 1099-NEC forms for your independent contractors, you can adjust the gross pay totals RB9 provides.<\/strong><\/p>\n Business Unit (BU):<\/strong> One of your company\u2019s revenue centers or any entity in your business that you want to track separately \u2014 such as branch offices, other companies you own, affiliates, and profit-sharing operations.<\/p>\n Resource:<\/strong> Person or thing that provides your business with a service \u2014 such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.<\/p>\n","protected":false},"excerpt":{"rendered":"Review payments<\/h2>\n
Make adjustments<\/h2>\n
RB9 concepts in this lesson<\/h4>\n