This information is also available in the Tip Sheet section of our HELP menu.

Q. When I go into either 9.5.3 or 9.5.4, there are blank lines at the top of the list, how do I correct this?
A. Simply click on Calculate All and then select Both. This usually happens when the list has not been generated yet for the current year.

Q. I clicked Print and it says No Data to Print, how can this be corrected?
A. Please ensure you have selected the agents by clicking on the checkbox in the Incl. column, or click on the checkbox at the bottom of the list to Include All. You can enter a minimum amount so you don’t print forms for the agent’s with zero balances.

Q. The system always prints a set number of copies. If I only need to print one copy, how do I change that?
A. The system prompts you before it prints each copy, if you do not wish to print a certain copy, click NO.

Q. The first form prints perfect, but the second form prints too high or too low. How can I fix this?
A. Go into Adjust Form Positions (9.5.5), and adjust the Offset field.

Q. Some boxes are not printing in the correct positions, how do I adjust them?
A. Not all printers pull the same or use the same fonts, so sometimes adjustments are necessary. You can adjust the field positions in 9.5.5. See instructions for 9.5.5 in the HELP menu.

Q. Tax Slips are reporting on the Agent’s Gross amount but tax deductible fees are not being deducted from the Agent’s Gross. Can this be changed?
A. First you must verify that you have the Options in 9.5.4 set up to deduct fees from the gross. Then you must go into E.1.3 and ensure the Deduct from T4A (CAN), or Deduct from 1099 (USA) field is set to YES on the tax deductible fees. Then go back into 9.5.4 and click on Calculate All and then click on Recalc.

Q. What reports can I give to backup the agent’s figures?
A. The Breakdown Report (9.5.7) will show the figures that the tax slips have been based upon. Agent Payroll History will show all payroll history including non-tax deductible fees (8.7.1). In Canada, real estate companies are not required to issue T4A’s. If T4A’s are not being issued, the Agent Tax Worksheet (8.F.3) is a great report to give to your agents to verify their income and expenses for the year.

Q. Will it print directly onto the 1096 Summary form (USA), or T4A Summary (CDN) form?
A. It will not print out onto those forms. It will print a report with the summary information and these forms must be filled in manually.

Questions for U.S. Users
Q. What 1099 forms should I order and where can I get them?
A. The 1099-MISC form is required. These forms can be purchased from your local office supply chain store (Ex. Office Depot, Staples etc.). They are sold in 4 or 5 parts depending on whether you want to keep a printed copy for yourself.

Q. The agent’s Federal Identification Number isn’t showing up on 1099’s. How can I correct this?
A. The SSN field or Tax Registration # field must be filled in (I.1.1) for each agent. Then you must go in and click on Calculate All and select Retrieve. This will retrieve the personal information without affecting the figures.

Q. The company’s’ Federal Identification Number is not showing on the 1099’s. How do I fix this?
A. The Tax # field must be filled in on the Company Profile (E.1.1.MISC1).

Q. Can I print 1099’s for my Outside Brokers and Vendors?
A. Yes, click on the “radio buttons” at the top of the 9.5.4 screen to switch between Agents/Vendors/Outside Brokers/Rentals. If you need to show rent paid to a vendor, ensure that the vendor's profile (5.8.1), is setup so that the Tax Slip field says Yes - Box 1.

Q. Can I print 1099's for transactions where rent was processed for a tenant to pay a landlord?
A. Yes, in the 9.5.4 Options button you can designate your Rentals transaction classification. Then the system will generate a 1099 for the Buyers entered on the People screen of those transactions.

Q. I had the 1099 or tax slip field set to NO on some of my transactions and/or vendors. Do I need to edit each one to generate a 1099?
A. In 9.5.4 you can review a list of vendors and/or outside brokers with the 1099 field set to NO and edit if necessary. Click on the Reset 1099 flags button, then you can double-click on selected entries to change the 1099 status to YES, or click on the Flag All button to change them all to YES.

Q. Do I have to e-file my 1099’s?
A. Offices with more than 250 agents are required to e-file, however there is no minimum number required. Printed 1099’s are due to be distributed by the end of January. The due date for filing 1099’s by e-File to the IRS is the end of March. Instructions for e-filing are located in the 9.5.4 option under U.S. Payroll.

Questions for Canadian Users
Q. Can I submit my T4’s or T4A’s using Magnetic Media?
A. Yes, you can! Please refer to the HELP menu options for Canadian payroll options 9.5.3 and/or 9.5.4.

Q. The employer’s business number is not showing on the T4’s or T4A’s.
A. The Company GST # field must be filled in on the Company Profile (E.1.1.MISC1).

Q. Why isn’t the Business # printing on all copies of my T4 and T4A’s
A. The business number does not print on all copies. The instructions on the back of the T4A forms specify that you should not print your Business Number on the recipient copies.