About this template
Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 10 tasks
- Automations
1099 NEC filing
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| Team Tasks |
Automations
|
|
|---|---|---|
| Request a Confirmation or Additional Information from the Client |
Account Manager
|
|
| Confirm that you have all necessary information for filing (payee's name, address, and tax ID) |
Preparer
|
|
| Notify the Biller how many forms are being prepared |
Preparer
|
|
| Invoice the Client |
Biller
|
|
| Payment Received |
Biller
|
|
| Fill out Form 1099 NEC |
Preparer
|
|
| Send Client 1099 Drafts to Client for Review & Ask to Confirm |
Preparer
|
|
| Receive a Client Confirmation to File |
Preparer
|
|
| File the Forms |
Preparer
|
|
| Upload the Copies to the Client Portal & Share |
Preparer
|