Solve 1099 problems before they start
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3 Key take aways from the ebook
Understand the 1099 and W-9 Fundamentals
Learn how to identify who needs a 1099, which form to use in each scenario (1099-NEC vs. 1099-MISC), and why W-9s are a critical first step before payments are issued. Mastering these fundamentals ensures compliance, positions you as a trusted expert for your clients, and helps close the “tax gap” in the process.
Navigate the Requirements for Online Payment Platforms
Online payment platforms like PayPal, Venmo, and Zelle add layers of complexity to 1099 reporting. Learn the differences between personal and business accounts, when payments are covered by Form 1099-K, and more.
Manage 1099s Year-Round
Why wait until January to tackle 1099s? Avoid the scramble by making 1099 management a part of your routine workflows. Explore practical strategies like tracking eligible vendors monthly, collecting W-9s before payments, and centralizing vendor communication to make tax season less stressful for everyone. Get ahead now to save time later!
- I have been able to work on my business instead of in my business because I know the month-end close has been taken care of. I was even able to move up a discovery call appointment because it was important to the prospective client. In my first 28 days on Keeper, I've been able to sign 3 new clients.
Christina SpringsteadFounder/CEO, Springstead Solutions - I must say that Keeper has been insanely valuable for my practice. 1099 season would NOT have been so smoothe, for one, but I just can’t fathom all the problems that are resolved using this service in tandem with my practice. KUDOS Keeper!!!!
Sabrina B.Verified User - Massive fan of Keeper! It changed our firm! The integrations with general ledgers makes all the difference for speed and accuracy.
Dan LuthiCOO, Ignite Spot Accounting Services
