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Deductions Report per Associate in Standard Reports

Need a Deduction Report for Year End. Agents need the Total Transaction Fees paid for tax filing.

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Carolyn Czarnik shared this idea  ·   ·  Report…  ·  Admin →
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  • Megan Buyer commented  ·   ·  Report

    I agree that we need this report ALL THE TIME. Year-end & taxes is only one use. We used this report DAILY in WinMore, and we are forced to track on a spreadsheet. Currently the DA doesn't even show an individual breakdown of Deductions if more than one agent (We have a lot of teams.) has a deduction.

  • Andrea Ciarrocchi commented  ·   ·  Report

    This report is critical to assist our agents with their end of year responsibilities

  • Tiffany LaFleur commented  ·   ·  Report

    Our associates use the deduction report for tax purposes. It's very important to them that we can get this report back.

  • Bob Bethke commented  ·   ·  Report

    We need this MUST HAVE report created by 12/15/2024 at the latest. This report will be crucial in advising our agents the total deductions they must create Form-1099's for. The 1099's reporting deadline is 1/31/2025, thus we must give this information to our agents so they have time to create their own Form-1099's.
    In WinMore we used an "Ad-Hoc" report to pull this data.

  • Cherie Brown commented  ·   ·  Report

    An absolute must before the years end, in order to provide agents with their deducted expenses for tax preparation! Thank you!

  • Heather Sipes commented  ·   ·  Report

    This is not only important for taxes but also for tracking of MC deductions. For example, we charge a transaction fee on agents first 20 transactions. After they have hit the 20, we no longer charge. I am currently unable to track who has paid and how many.

  • Rebecca Bryant commented  ·   ·  Report

    Need a report to pull deductions for donations, commission advances, etc. We had it with Winmore but now, no way to pull it.

  • LABS Team commented  ·   ·  Report

    When donations are made as a deduction from commissions through Command, the ability to search for a itemized list and summary for year end deductions. This would help track how much or how little that has been given as well. This could also carry over to any other deductions from commissions. This would same so much time and might help increase donations.