Vendor Tax & Insurance Report Tutorial
Video Transcript
|
The Vendor Tax & Insurance report summarizes the tax & insurance information for your project vendors, which can be used to verify that you have the appropriate tax & current insurance information for your vendors on-site.
The Vendor Tax & Insurance Report lists the vendors Tax ID, which can be used for issuing 1099’s during tax season. The report also lists the vendors workers comp and general liability insurance information, and lets you know if the contractors insurance is still current or has expired. Where is the Vendor Tax & Insurance Information pulled from? The Vendor Tax and Insurance information is pulled from the Vendor Setup feature where you can setup your vendors for the project. Accessing the Vendor Tax & Insurance Report To access the Vendor Tax & Insurance report you can navigate to the Manage Dashboard or you can access it from the Reporting Dashboard. Viewing & Printing Vendor Tax & Insurance Report You can view your vendors tax & insurance information directly in Excel or you can print the report using the standard Excel print settings |