Conduct a search and confirm all SSN’s are entered for all owners

From the Tree View:

1. Expand OWNER
2. Select OWNERS from the drop down menu
3. Select ALL
4. Then select SEARCH
5. Scan the page and Confirm all SSN's are entered and a YES is showing in the 1099 column for all owners.

Conduct a search and confirm all TIN’s are entered for all vendors

From the Tree View:

1. Expand VENDOR
2. Select VENDORS from the drop down menu
3. Select ALL
4. Then select SEARCH
5. Scan the page and Confirm all TIN's are entered and a YES is showing in the 1099 column for all owners.

From Tree View:

1. Expand REPORTS
2. Select REPORTS
3. Run OWNER 1099 STATEMENTS for year 1/1  12/31 (14)
   1. export report
   2. delete column with second owner/contact
   3. delete column with property i.d. #
   4. then SAVE as an excel file
4. Run VENDOR 1099 STATEMENT for year 1/1  12/31 (19)
   1. export report
   2. delete lines with home warranty and utility companies
   3. then SAVE as an excel file
5. Send both reports to accountant to mail out 1099s.

From the Tree View:

1. Expand REPORTS
2. Select REPORTS from the drop-down list
3. Run INACTIVE LIST 1/1 – 12/31 (44)
4. PRINT inactive list.

From the Tree View:

1. Expand REPORTS
2. Select REPORTS from the drop-down list
3. Run ACCOUNT STATEMENT (1A)
   1. Highlight all active & inactive properties from calendar year on to the previous inactive list and pending close out properties. (All other properties need to be un-highlighted.)
4. Run ACCOUNT SUMMARY (2)
   1. Highlight all active & inactive properties from calendar year on to the previous inactive list and pending close out properties. (All other properties need to be un-highlighted.)
5. Package account statement/summary statements and mail out by January 30th