1099 Reporting

Download recipients

To review recipient information, download their data from the Recipients page.

  1. On the Recipients page, click a tab, then use the quick filters to narrow down the list of recipients.
    Note: If you don't apply any filters, all recipients will be downloaded. The downloaded file will only include the columns that are shown on the table. The order of the column headers in the file will match how you arrange them on the table. Read more about columns.
  2. Click the Download icon.
    The Download icon is highlighted.