For each account, we have designated a single individual to whom we will communicate 1099 information related to their location(s). This is referred to as your 1099 Primary Contact.
1099 Primary Contacts
1099 Primary Contacts should be aware of the below expectations.
Ideally, 1099 Primary contacts will receive communication about 1099s during the beginning of Q4 through the completion of 1099 filings.
If there are multiple contacts associated with one location, only the 1099 Primary Contact will be able to view the Legal Business Entity and Vendor data in Edge.
Changing the 1099 Primary Contact
We can change the 1099 Primary Contact by request of the original 1099 Primary Contact. This request can be sent to Ceterus Support. To update, we will need:
- First and Last Name of the new 1099 Primary contact
- Email Address
- Verification from the Previous 1099 Primary Contact Agreeing to the Change
Should you choose to change the 1099 Primary Contact, ensure the contact's email address matches the user email address they use to log into Edge