1099-Ready Reports and a CPA Portal That Kill Tax-Season Panic
Every payout tracked year-to-date, the $600 threshold flagged automatically, and a clean export your accountant can open directly.
Tax season punishes service businesses that track contractor pay in a shoebox. Full Loop keeps it ready all year: every crew payout is tracked with running year-to-date totals, the $600 1099 threshold is flagged the moment it's crossed, and your CPA gets a pre-formatted year-end package through a dedicated portal — no last-minute reconciliation.
Why 1099 season is a scramble
If contractor payouts aren't tracked as they happen, January becomes a frantic reconstruction of a year's payments — who was paid what, and who crossed the threshold. Mistakes here mean filing errors, penalties, and an accountant billing you to untangle it.
How 1099 & CPA Portal Works
Year-to-date payout tracking
Every payout is tracked with running year-to-date totals per contractor, so you always know exactly what each person has been paid — no reconstruction required.
Automatic $600 threshold flagging
The moment a contractor crosses the $600 1099 reporting threshold, they're flagged automatically, so you never miss a required filing.
Clean year-end export
At tax time, export a pre-formatted package with the contractor-payout section ready for filing — no spreadsheet cleanup, no manual reconciliation.
Direct CPA portal access
Your accountant gets read-only access to the year-end package through a dedicated CPA portal, so you're not emailing files back and forth.
A tax season that's already done
Your contractor records are accurate and current all year, required filings are flagged before you'd ever miss them, and your CPA pulls what they need directly. Tax season becomes a non-event instead of a scramble.
1099 & CPA Portal — Frequently Asked Questions
How does it handle the 1099 threshold?
It tracks each contractor's year-to-date payouts and flags them automatically the moment they cross the $600 reporting threshold, so no required filing is missed.
What does my accountant get?
Read-only access to a pre-formatted year-end package through a dedicated CPA portal, so you don't have to assemble and email files.
Do I still need to reconcile spreadsheets?
No. Because payouts are tracked as they happen, the year-end export is already clean and formatted for filing.
Is contractor pay tracked automatically?
Yes. Payouts tie into the one-click payroll and payment system, so year-to-date totals stay current without separate bookkeeping.
Related Features
Payments
One-Click Payroll
Verified hours times each worker's rate, calculated automatically — review and pay in a single click, with 1099-ready tracking built in.
Back Office
Automated Bookkeeping
Transaction categorization, bank reconciliation, and a CPA-ready monthly close — kept current in real time. In development, rolling out to partner accounts.
Finance
Real-Time Finance Dashboard
Revenue, outstanding invoices, payroll costs, and profit/loss — live, in one view, without a bookkeeper.
Or browse the full feature overview.
Ready to Put 1099 & CPA Portal to Work?
Full Loop CRM is built for your business from the ground up — one platform that generates leads, closes them, books the work, and runs the back office. Limited partnerships available.
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