Managing 1099 State Filing Requirements Across Multiple Jurisdictions
What to Know About 1099 State Filing Requirements State filing requirements for 1099s differ across jurisdictions and can become complex when an accounting firm manages any volume of clients across multiple states. Some common problems to look out for are: Mismatched filing thresholds, combined federal and state filing assumptions, and inconsistent state withholding requirements. Not […]
Managing 1099 Corrections and Amendments For Multiple Clients
How to Manage and Reduce 1099 Corrections Accounting firms that manage large 1099 filing volumes will likely need to manage corrections, rejected filings, or B-Notices. Efficient correction workflows are essential and depend on a few factors. Firms must separate filing types correctly and maintain submission records in order to avoid any unnecessary reprocessing of entire […]
How CPA Firms Should Handle 1099 Data Import and Field Mapping
Improving Import Data Problems Inconsistent import data, not filing errors, is the cause of most large-scale 1099 filing problems. Accounting firms and accountants can streamline how they handle multiple clients in a few ways. Using AMS 1099 software will help you to standardize CSV structures, validate TINs before you import data, and clean up your […]
How Accounting Firms Manage Multi-Client 1099 Filing Efficiently
Managing Multiple 1099 Clients Using our 1099 software can help to reduce any manual review, avoid duplicate corrections, and ensure that filing deadlines are manageable at scale. Steps for Multi-Client 1099 Filing Stage Primary Goal Import Input payer and recipient data Validate Catch TIN, address, and amount errors Batch Process Group all filings […]
1099 Filing Deadlines (2026 Tax Year)
Form 1099-NEC: Must be filed with the IRS and furnished with recipients by Jan. 31 Form 1099-MISC: Must be sent to recipients by Jan. 31 (IRS paper deadline: Feb. 28, IRS e-file deadline: March 31) Data Validation: Should be completed by mid-January if a firm manages multiple clients to avoid late-filing penalties Quick Deadlines […]
Ohio 1099 Filing Updates: What Small Businesses Need to Know
The rules are fairly straightforward for Ohio small businesses when it comes to filing 1099 forms for independent contractors. It is nevertheless easy to feel confused or possibly overwhelmed if you are not prepared for tax season or if you are constantly just trying to keep your head above water throughout the rest of the […]
What to Know About 1099 Changes for Tax Year 2025 and Beyond
Staying aware of the upcoming IRS 1099 changes with contractor reporting is important for any tax year. Whether you are a small business with limited accounting and payroll tax resources or an accountant who manages tax filings for multiple clients, it is not unusual to feel overwhelmed. The easy solution to feeling overwhelmed is to […]
Why Do IRS E-File Thresholds Matter For Small Business Employers?
Small business employers have plenty of day-to-day responsibilities without needing to worry that their business stays compliant with changes from the Internal Revenue Service. In 2023, the IRS made significant changes to the electronic filing process for businesses and what is expected each tax year. The changes resulted in: Lowering the e-file threshold from 250 […]
How to Find the Best 1099 E-File Software for Small Businesses
Getting yourself and your business the best 1099 e-file software is one of the essential ways to protect a small business’s tax and financial interests. Investing in a better e-filer allows users to easily create and submit forms to the Internal Revenue Service, but it can do much more for a business. Utilizing the right […]
What to Know About IRS 1099-K Rule Changes for Small Business 2025 Filings
Understanding why you have received a Form 1099-K is just as essential as making sure that you know the rule changes for 2025 and how these changes affect small businesses. When a 1099-K form is sent to your business, you will receive it from: Third-party payment processors Payment apps (i.e.: PayPal, Venmo, Cash App) Credit […]
Understanding IRS Publication 1220 and Why Small Business Software Helps
Making sure that electronic documents conform to the Internal Revenue Service’s requirements is one of the primary purposes of IRS Publication 1220. Getting software that is comprehensive and reliable is not always a guarantee for small business tax filers who opt to do in-house tax filing rather than outsourcing to a provider or accountant. […]
Understanding the IRS E-File 1099 Penalty Late Submission Guide
Filing your small business’s 1099 tax forms matters whether you are doing it for tax year 2025 or any other tax year. It may feel overwhelming whenever you try to file taxes for previous years on top of the current tax year, but using software and understanding the IRS e-file 1099 penalty late submission guide […]
Can Small Businesses Switch 1099 E-File Providers Mid-Year?
The short answer is, yes; you can switch 1099 e-file providers mid-year. You are not inherently obligated to stay locked into your current e-file provider simply because you are issuing them payments. If your e-file solution is no longer working for you, it is important to look for a better one that aligns with your […]
What are the 1099 E-File Rules for California Small Businesses?
Navigating the ins and outs of 1099 reporting for small businesses can be tricky, whether you are based in California or any other state. Each state may have some unique electronic filing expectations that can become confusing on top of the federal requirements. The guide below was designed to assist California small business owners, or […]
What are the 1099 Filing Rules for Restaurants and Delivery Contractors?
Many restaurants rely on a combination of full-time and part-time employees, plus a variety of relevant independent contractors. The contractors that you hire for your business may include: Delivery drivers Repair technicians Freelance marketers Any time that you pay independent contractors, it is important that you remember and follow the 1099 filing rules for […]
W-2 Filing Deadlines for Texas Employers: What You Need to Know
Navigating your W-2 filing deadlines for the 2025 tax season as a Texas employer requires all filers to set the stakes early by knowing why they should not overlook deadlines. Missing your small business’s W-2 deadlines can and often will be costly, especially if: You accrue penalties from the Internal Revenue Service You need to […]
Is 1099 or W-2 Software Better For Small Businesses?
Small businesses may need to conduct a 1099 vs W-2 test to determine how they handle taxes for each worker, but the simplest solution can also be the most cost-effective one. Getting 1099 and W-2 software that supports all of your workers should include comprehensive features for: Full-time/part-time employees Hybrid or seasonal employees Freelancers, consultants, […]
Choosing Affordable Software for Accountants to Bundle 1099 Services
Protect your firm’s reputation and each client’s data and personal information with software for accountants that lets you bundle 1099 services. As more small businesses opt to hire a mix of employees and independent contractors, it is especially important that you can bundle W-2 and 1099 services in one easy-to-use, menu-driven program. From 2024 to […]
What to Look For in the Best W-2 Software For Bookkeeping Firms
Whether you manage the books for five clients or 50 clients, there are certain tools that you should look for when getting the best W-2 software for bookkeeping firms. Using software to keep your clients compliant is essential, but it is just as important to find a program that you have an easy time utilizing. […]
What to Look For in the Best 1099 E-File Software for Accountants
If you are in the market for the best 1099 e-file software for accountants because your existing program is falling short for you or your small business clients’ needs, finding a program without unnecessary bells and whistles might be the solution. Accountants who handle 1099 reporting and filing need core features that minimize tasks that […]
What are the Steps to E-File 1099 Forms for Contractors?
Figuring out the steps that you need to take in order to e-file your 1099 forms for your business’s independent contractors requires you to understand why e-filing is the easier solution. Using tax software with e-filing capabilities provides small businesses with: A quicker turnaround on returns Improved accuracy and fewer corrections needed A money-saving solution […]