To check if an agent qualifies for an IATA Card click on the reports tab.
- From the dropdown choose Agent and then Statement.
- You will need to update the Supplier Non-CC, Supplier CC No Remit, and Comm Track filters to Vendor Payment Date.
- At the top enter the agent’s name and click on the down arrow. If there is more than one agent with that name, you will need to choose the correct one, if not it will automatically put a line under the agent’s name.
- Next enter the dates. Currently, for an IATA card, you will go back 24 months from the current date.
- Click on preview.
- Scroll down until you come to the totals before Agent Adjustments. The total on the far left under commission is the amount used to determine if an agent qualifies for an IATA card. Currently, that amount is $5000.00. If it is a lead with subs there must be $5000.00 for each card that is being requested.
To check if an agent would receive a 1099 click on the reports tab.
- From the dropdown choose Agent and then Statement.
- You will need to update the Supplier Non-CC, Supplier CC No Remit, and Comm Track filters to Vendor Payment Date.
- At the top enter the agent’s name and click on the down arrow. If there is more than one agent with that name, you will need to choose the correct one if not it will automatically put a line under the agent’s name.
- For the dates you will use December 1 of the year before the tax year you are looking for as the from and November 30 of the actual tax year as the to for your search. For example, for the tax year 2021, you would enter 12/01/2020 and 11/30/2021. (This is because the IRS wants the income paid in the tax year and because our agent's December commissions are actually paid in January they need to be included.)
- Click on preview
- Scroll to the bottom of the page where you will find Total Agent Commission. This is their Net commission (commission less adjustments). If it is less than $600 a 1099 form would not have been created for that tax year