Money
What We Report, and What We Don't
The Payee Summary report, and why it isn't a 1099
“Is this my 1099?” No. It's the numbers your accountant needs to decide that.
The Payee Summary report
From Settings → Audit → Reports, an Owner can generate a Payee Summary for a tax year: one row per person or organization your Group paid that year, with totals broken down by category (bounty, labor, in-kind, reimbursement, and uncategorized), plus a payment count and a date range. Reimbursements are always their own column and are never netted against the other categories.
Who supplies what
A filing decision needs five things. The report supplies two of them.
| What a filing decision needs | Where it comes from |
|---|---|
| Who was paid, and how much, in the tax year | The report |
| How those totals break down by category | The report |
| Whether the payee is an individual or a business | Your accountantThe platform holds no such field. |
| Whether a reimbursement was properly substantiated | Your accountantThe platform holds no such field. |
| Whether a total crosses a reporting threshold | Your accountantThe report applies no dollar threshold. |
So the report doesn't decide whether any payment is reportable, and doesn't produce a 1099 or any other tax form. It gives your accountant the numbers, and your accountant makes the call.
If the export refuses
If your Group's on-chain payment history can't be read in full, the report refuses to generate rather than produce a silently short file. If you hit this, see Something's Not Working.
Related guides
- Money Given for a Specific Purpose: a different, unrelated report.
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