Tad Milbourn

Compliant 1099 Delivery

Compliant 1099 Delivery to Your Recipients

By Tad Milbourn | January 9, 2017

The IRS requires you to deliver 1099 forms to your vendors by January 31st. You may not realize this, but that form is required to be on a physically printed piece of paper. Unless your vendor gives you specific consent otherwise. That requirement doesn’t make a whole lot of sense in our cloud-based digital age.…

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Upfront W-9 Collection

Get Ahead of Tax Season with Upfront W-9 Collection

By Tad Milbourn | January 2, 2017

If all your clients have all their vendors’ tax information, 1099s are a breeze. But, let’s be honest, how often is that the case? You’re more likely to get roped in by your clients to track down missing info like some sort of TIN bounty hunter. And getting that info is a no small feat.…

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New 1099 Deadlines and Penalties for 2016

By Tad Milbourn | December 15, 2016

1099 Tax Time is coming. And this year, it’s going to be shorter, more intense, and more costly than ever before. That’s due to two key 1099 changes that come into play for Tax Year 2016. 1099 Change #1 – 1099-MISC Box 7 E-File Deadline Now January 31st In years past, there was a little…

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