Guides

Webinar

1099-NEC Direct State Reporting for Tax Year 2022

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

Tax Year 2022 Affordable Care Act 1095-C Form Refresher

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

Tax Year 2022 Regulatory and Season Preparation Updates

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

Tax Exempt Interest and Municipal 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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