swaitsandClaude Opus 5.5
1304b9c0ad
check / check (push) Canceled after 0s
A vendor's 1099 decision is its own dated fact (files NEC or MISC, not reportable with its reason, or undetermined), applied by each payment's date. Payment methods are recorded; card and network payments are left out and listed; a member's check through financing counts; a bank payment with no method counts (D-40); $2,000 for payments after 2025. One worksheet for the tool, the viewer and the CPA package. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01T3gXMVt7XJPi6ens1or9Dj
1.8 KiB
1.8 KiB
1099s
- Decide every vendor with books.set_vendor_1099 and who decided: nec, misc, or not_reportable with its reason_kind and the facts (a corporation, the United States or a state, a payee selling only merchandise...); undetermined is "not decided yet". "Paid by card" is never a vendor's reason. Never corporation for a payee paid for legal services or for medical and health care: those payments stay reportable even to a corporation (nec or misc). Give effective only when a payee's status changed (an LLC's corporate election, from its Form 8832 date); a payee that incorporates is a new vendor with its own W-9. Ask the human; the CPA confirms.
- Record each way the company pays once (books.add_instrument: the bank, the company card, each member's own card, each member's own cash or checks, a payment platform), and tag every payment to a vendor with its vendor or party (books.draft_entry vendor or party, books.set_entry_vendor, books.set_entry_party; books.pay_bill tags automatically).
- Tag what members paid for the company with the card or the cash they used (books.set_entry_instrument): their card is excluded, their own check counts. A card that only funded a friends-and-family transfer is their cash. Tag what a payment platform's balance paid the same way: goods and services excluded, friends-and-family counts; untagged, both stay undetermined.
- Card and payment-network payments are excluded (the processor's Form 1099-K), whoever's card it was. A bank payment with no method recorded counts: tag a debit-card payment with the card.
- books.vendor_1099 is the year-end worksheet for the CPA. undetermined means "tell me how it was paid" or "decide this vendor". With include_tins: true it carries the full TINs from the vault; csv: true also hands it over as a CSV file (run its download command to save it).