Category Trams Back Office

Exporting Agent Profiles Including tax ID information

While Trams offers a TCR (Trams Crystal Report) specifically for generating 1099-MISC forms, some agencies prefer to export their 1099 recipients’ information for use in another application. While TBO does not provide a method to do this natively, there is a workaround. TBO users can use the IBConsole to run a query and export profile information that includes the profile’s tax identification number.
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