Automated 1099 Data Aggregation

The hardest part of tax season isn't the filing itself—it's the manual labor of data gathering. For most agencies, this means a weekend spent opening 12 months of commission files, cross-referencing contractors, and manually summing up totals in a master spreadsheet.

It's slow, it's frustrating, and it's prone to copy-paste errors that can lead to awkward corrections later.

The Cocentives approach: Since your commission data already lives in our system, we simply aggregate it for you. No manual entry required.

Our 1099 feature pulls directly from the year-end reports you've already checked. We provide a dedicated interface to review totals, add necessary details, and export a clean file for your tax professional.

Here is your new workflow:

1. Select your source — Choose any completed year-end report.
2. Review the numbers — See a sorted list of every agent and their total calculated compensation.
3. Input Tax IDs securely — Add SSNs or EINs directly in the browser (more on security below).
4. Export — Download a formatted CSV or Excel file ready for hand-off.

What used to take days of aggregation now happens as fast as you can type.

We built the 1099 feature with a "Local-Only" architecture for maximum security.

Your TINs never leave your browser. When you enter Taxpayer Identification Numbers (SSNs/EINs), they are stored only in your browser's temporary memory. They are never transmitted to our servers, never saved to our database, and never logged.

You get the convenience of a digital tool without the risk of storing sensitive tax identifiers in the cloud. When you close the tab, that data is gone.

Need to see only agents who earned over $600? We have a simple toggle for that. Need to export the full list for your records? You can do that too.

Cocentives gives you the raw tools to organize your data how you see fit, ensuring you hand off exactly the right information to your accounting team.