Contractors & Employees

The Workers hub (web dashboard, Workers) is where you manage anyone working for or with you, separate from your client list.

Adding someone to your team

Either promote an existing client into a contractor or employee, or add a brand-new person directly as one. Either way, you land on their profile afterward so you can immediately log a payment or request a W-9.

Payroll and 1099 tracking

The Payroll view tracks year-to-date totals paid to each contractor, with status badges — Under $600, Not paid yet, or 1099 Required once a contractor crosses the $600 threshold for the year (the IRS's 1099-NEC filing trigger). Key deadline reminders are built in: January 31st for sending contractor 1099s, and April 15th for personal returns.

Tax documents

A dedicated Tax Documents view tracks 1099/W-9 paperwork per contractor, with CSV import (so you can bring in existing records and resolve each row) and CSV/PDF export when you need to hand things off to your accountant.

Tax Documents records are currently stored in your browser on the device where you added them, rather than synced through your account — if you use more than one browser or computer, keep that in mind when looking for a record you added elsewhere.

Paying contractors

Log or record contractor payments the same way you would any other payment, and they're kept separate from your regular customer invoices so your revenue reporting never double-counts them.