I'm a tax accountant who is looking for some advice related to better sorting data to use for preparation of Form 1099-MISCs at year end. Each year, it takes hours to sort through a client's transactions to determine if a payee was paid more than $600. Do you have any tips on how to use the sort/filter functions to get my desired result (amount paid by payee), or would you recommend a PivotTable to sum large data?
For your purpose, I would recommend using a PivotTable to sum the amounts by payee. It’s quick and makes it easy to filter payees who were paid more than $600. You could also use filters to isolate individual payees, but PivotTables are much faster. I’ve been using SkySuite AI for similar tasks, and it has helped streamline my data sorting process significantly
