Tax & Compliance · Pricing

1099 Preparation & Filing

Starting at$250a year

What the price covers

1 payer; 10 standard 1099s; supplied W-9s and reconciled payment totals

What we do

  • Collect payer/W-9 data; reconcile the proposed recipient population
  • Prepare standard forms from approved totals; validate details and coordinate filing/delivery
  • Review tax-form totals and unresolved recipient exceptions

What you get

1099 filing/delivery record and reconciliation support.

Not included

W-9 collection beyond supplied forms, and corrected 1099s.

Included in

Business Tax & Compliance

Every Step. All 12.

  1. 01Obtain the payer's details and supplied W-9sAnnual population · Operations
  2. 02Compare the recipient list with reconciled payment totalsAnnual population · Operations
  3. 03Identify missing data or treatment questions for reviewAnnual population · Operations
  4. 04Enter the approved payer and recipient details10 standard forms · Operations
  5. 05Enter the reviewed reportable payment amounts10 standard forms · Operations
  6. 06Check names, identifiers and addresses for consistency10 standard forms · Operations
  7. 07Generate and inspect draft forms10 standard forms · Operations
  8. 08File with the IRS and deliver recipient copies10 standard forms · Operations
  9. 09Save acceptance and delivery records10 standard forms · Operations
  10. 10Review recipient treatment and payment totalsAnnual review · Senior accountant
  11. 11Resolve form-validation exceptionsAnnual review · Senior accountant
  12. 12Confirm unresolved W-9 collection or correction work is assignedAnnual review · Senior accountant

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