Simplify Year-End Tax Compliance with Powerful 1099 Reporting
Dash Solutions offers clients a robust 1099 Report designed to streamline year-end tax reporting for non-payroll payments. This report identifies cardholders who received $600 or more in a calendar year (January 1 – December 31), helping organizations stay compliant with IRS regulations while reducing manual tracking and reconciliation.
Why This Report Matters
- Aggregated by SSN: Automatically combines payments across multiple cards within a single customer program.
- Flexible Access: Pull reports ad-hoc from the Admin Portal or receive them automatically via sFTP.
- Year-Round Availability: Run the report anytime, with full-year data available starting January 1 of the following year.
- Audit-Ready Format: Structured for easy export and review, supporting compliance and internal reporting needs.
Report Access & Delivery Options
Portal Access
Admins can run the report from the Reports tab in the PT Portal.
Steps:
- Select Customer
- Select Customer Program
- Select Year
- Click “Request 1099 Report”
Delivery will follow the enabled method (sFTP, Email, or both).
sFTP Delivery
- Admin selects Customer, Program, and Year in the Portal.
- A popup confirms the report will be generated and dropped to the client’s sFTP folder.
- Reports remain accessible indefinitely.
- Delivery time may vary based on data volume.
Email Delivery
- Admin selects Customer, Program, and Year in the Portal.
- Two emails are sent:
- Notification to retrieve the report from the Portal.
- Password for accessing the report.
- Admin downloads the report as XLSX and uses the secure password.
sFTP + Email Delivery
- Admin selects Customer, Program, and Year.
- Two reports are generated:
- Email Version: Delivered via secure password-protected download.
- sFTP Version: Automatically delivered to the client’s sFTP folder. No action required in the Portal.
Report Fields
The 1099 Report includes the following fields:
| Field Name | Description |
|---|---|
| PAN Proxy Number | Proxy number associated with the cardholder |
| Cardholder First Name | First name of the cardholder |
| Cardholder Last Name | Last name of the cardholder |
| Sum of Settle Amount | Aggregated amount of all loads in the date range |
| Cardholder SSN | SSN used for aggregation across cards |
| Residential Address Line 1 | Primary residential address line |
| Residential Address Line 2 | Secondary residential address line |
| Residential Address Line 3 | Additional residential address line |
| Residential City | City of residence |
| Residential State | State of residence |
| Residential Zip | ZIP code of residence |
| Mailing Address Line 1 | Primary mailing address line |
| Mailing Address Line 2 | Secondary mailing address line |
| Mailing Address Line 3 | Additional mailing address line |
| Mailing City | City for mailing address |
| Mailing State | State for mailing address |
| Mailing Zip | ZIP code for mailing address |
Summary
The 1099 Report is a critical compliance tool for any organization issuing non-payroll payments. With flexible delivery options, detailed aggregation logic, and secure access, it simplifies tax reporting and ensures your team is prepared for year-end requirements.