Mark vendors as taxable

Vendors are permission based

To update, your account must have one of the following roles enabled:

• Role: Company Admin, Company Manager

• Custom role with: Vendors - Full access, Project access

In Wrapbook, you can mark vendors as Taxable from their Vendor page. This can be done when adding a new vendor, or when a vendor needs to be updated.

When you mark a vendor as Taxable, they’ll be included in 1099 reports and forms with Taxable Vendors Only.

To mark a vendor as taxable:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select All projects

3. In the left-side navigation, click Vendors

4. Click on the name of the vendor that you want to mark as taxable

5. Scroll down the vendor’s page until you see the Enable vendor as taxable toggle

6. Click the toggle to update the vendor

7. Click the Save button