Guides

Guide

Spring Cleaning for Compliance

Learn how to clean up your vendor data and reduce IRS filing penalties with Bulk TIN Match. This infographic outlines a simple 3-step process to streamline compliance this season

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Webinar

How to Handle: IRS CP2100s (“B”-Notices)

File 1099s with incorrect or missing TIN information? You may receive an IRS B-Notice in the fall. This webinar walks through the basics of an IRS Notice CP2100...

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Webinar

Major Updates to IRS Form W-2: What You Should Know

With the mandatory threshold for electronic filing with the IRS being lowered to 10 forms or more, we want to make sure everyone is prepared to file their 2023 tax forms electronically.

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Webinar

1099-MISC and 1099-NEC 2023 eFiling Updates

What you need to know for forms 1099-MISC and 1099-NEC for tax year 2023.

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Webinar

Filing Form 1095-C? Key Guidelines for Employers

Stay up to date on 1095-C filing for ACA reporting with this 2023 update from Wendy Walker.

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Webinar

Form 1042 electronic filing for tax year 2023

An important filing change has been implemented for tax year 2023 that we want to make sure you are prepared for.

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Webinar

Transmitter Control Code (TCC) Application & eFiling Guide

In this video we discuss the complexity of 1099 state reporting including: Overview of 1099 state reporting from the...

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Guide

Tax Information Reporting Checklist for Small Businesses

A month-by-month checklist can help your business stay organized.

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Webinar

1099-NEC State Reporting: What Businesses Must Know

In this video we discuss the complexity of 1099 state reporting including: Overview of 1099 state reporting from the...

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Webinar

Form 1042-S for Tax Year 2022

In this short informational video, subject matter expert Paul Ogawa provides an overview of form 1042-S and covers these important...

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Webinar

ACA 1095-C Form: Key Takeaways for Tax Year 2022

1095-C and ACA Reporting: What You Need to Know In this short video, subject matter expert Wendy Walker provides...

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Webinar

Regulatory & Tax Season Preparation Updates: What’s New?

In this video we discuss a number of important topics to help you prepare for 2022 tax filing including...

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Guide

1099 Basics for Small Business Owners

As a successful small business owner, you know how useful it can be to hire independent contractors with specific expertise and skills. You can bring...

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Guide

ACA Reporting Basics for Employers

Under the ACA, the IRS requires information reporting for certain Applicable Large Employers (ALE) and smaller, self-insured employers. These requirements...

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Guide

What is a Tax Identification Number (TIN)?

A Users Guide to More Accurate Tax Filings A tax identification number or TIN may be a Social Security Number (SSN), Employer Identification Number (EIN), Individual Taxpayer...

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Guide

California (CA) 592 Reporting

Ensuring California tax compliance California requires 7% withholding and quarterly reporting by any individual or business making payments of more than $1,500...

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Guide

A Breakdown of Tax-Exempt Interest & Bond Reporting

Easily eFile federal tax-exempt interest to states Certain states require special reporting of federally tax-exempt municipal securities, such as: bonds, mutual funds, money market...

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