Preparing 1099s

The year-end 1099 filing process can be time-consuming, stressful, and vulnerable to costly mistakes. Missing or incorrect information can lead to IRS penalties, last-minute scrambling, and inefficient rework. This free webinar will teach accounting professionals practical, proven strategies to make the 1099 preparation process faster, more accurate, and more efficient.

Join us as we walk through how to streamline data gathering, avoid common 1099 pitfalls, and leverage workflows and technology to reduce errors and save time. We will also demonstrate how leading software tools integrate into a modern, efficient 1099 workflow, including:

• QBO / Keeper

• Tax1099

• ADP

What You Will Learn (Learning Objectives)

By the end of this session, participants will be able to:

• Identify strategies to streamline the 1099 preparation process, from data collection to filing.

• Use workflows and technology to reduce errors, eliminate manual steps, and save valuable time.

• Understand how QBO/Keeper, Tax1099, and ADP can fit into a more efficient 1099 reporting system.

Who Should Attend

This webinar is ideal for accounting firm team members, bookkeepers, and staff responsible for collecting vendor information, preparing forms, or managing the year-end 1099 process. Both new and experienced team members will benefit from the practical tools and real-world workflows covered in this training.

CPE Credit

CPE Available: 1 credit