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Keep your partners independent: the 1099 heads-ups

For contractor partners: one short line next to settings that can look like control of how they work, with the IRS's own rules. They never stop you, and they're off until you turn them on.

PartnersPartner records Open Partner records

When you pay partners as independent contractors, the IRS looks at how much you control the way they work. A few settings can look like that kind of control, so Busy Book adds a gentle heads-up next to them.

  1. 1

    Turn them on

    In the menu, tap Partners, then Partner records. Under Show 1099 heads-ups, tap Turn on.

  2. 2

    Where you see them

    Next to a required checklist, a partner's set days and hours, a must-watch onboarding video or a lesson needed before a first job, the location check at I've arrived, and a policy about uniforms or what to wear.

  3. 3

    Read the IRS rules

    Tap IRS common-law rules to read how the IRS looks at control, money and the relationship.

  4. 4

    Talk it over

    If you're not sure, talk to your accountant or attorney before you change how you work with partners.

  5. 5

    Turn them off, if you like

    Tap Turn these heads-ups off on any of them, then Turn off under Show 1099 heads-ups. Turn on brings them back.

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