- 1
open the sweetgum dashboard
the contractor list shows ytd paid and payment count per person.
- 2
use the year filter
flip between this year and last. useful in january when you're filing for the year that just ended.
- 3
watch the over-$600 flag
anyone over $600 gets the "1099 needed" flag. that's the federal reporting threshold — you have to issue them a 1099-nec.
tipthe flag is a hint, not a substitute for tax advice. some payments don't count toward the 1099 threshold (corporations, attorneys for legal services have their own rules). when in doubt, ask your cpa.
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