bluejay

tag a contractor for 1099 tracking

if a payee is a 1099 contractor, mark them so every payment rolls up to their year-to-date total. once they cross $600, sweetgum flags them for a 1099 at year-end.

3 steps~2 min
  1. 1

    open the payee

    find the contractor in your bluejay payee list (or add them new).

  2. 2

    flip on "1099 eligible"

    the toggle sits on the payee card. all future payments to this person count toward their ytd total.

  3. 3

    watch the year-to-date total in sweetgum

    open sweetgum, find the contractor — every bluejay payment tagged 1099-eligible adds to their running total. anyone over $600 gets a "1099 needed" flag automatically.

    tip

    tag the eligibility flag the moment you onboard the contractor — going back to retag old payments works but takes longer than getting it right on payment one.

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