Reporting on 1099 and W-2 Filing Totals in After-the-Fact Payroll

Overview

This article explains the current reporting availability for tracking the total number of 1099s and W-2s filed within After-the-Fact Payroll. Use this guidance to understand what filing totals can and cannot be pulled from the system for a given tax year.

Availability of a Total Filing Count Report

After-the-Fact Payroll does not currently offer a built-in report that displays the total number of 1099s or W-2s filed or created for the applicable tax year. There is no single dashboard or summary report that aggregates these figures across all clients.

Alternative Ways to Estimate Filing Totals

While a consolidated total report is not available, filing activity can be reviewed on a per-client basis. Depending on your workflow, you may be able to gather filing counts by:

• Reviewing the tax form history for each client individually.

• Exporting available client-level tax form or filing data and consolidating it outside of the system (for example, in a spreadsheet).

• Using firm-level records or filing logs maintained outside of After-the-Fact Payroll to track filing volumes.

   

Key Takeaways

• After-the-Fact Payroll does not include a report that shows the total number of 1099s or W-2s filed for the applicable tax year.

• Filing activity must be reviewed at the individual client level rather than through a single aggregate report.

• Firms that need firm-wide filing counts may need to compile the data outside of the system.