1099 Potential Vendor Review

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Work type: Accounting

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

	Team Tasks
	Run Transaction List by Vendor report in CASH & note vendors paid $600 + in calendar year (not fiscal) for SERVICES
	Rents paid to non-corp business
	Lawyers
	OTA gets one
	Any service business that isn't obviously a large corporation (Yard work, maintenance, maid service, subcontractors)
	Google any businesses you're not sure of
	Verify vendor was paid with Checking account (credit card and 3rd party pmt processors aren't our responsibility)
	Verify list against any 1099s filed last year
	When in doubt send it to the client as a possibility anyway then verify later if they decide to have us file
	Email client with potential list of 1099s
	Attach form W9 for them to give to vendors
	Include estimated flat fee amount for filing based on vendor list
	Inform client 1099 billing will be a separate invoice in February
	If yes, add 1099 Prep & Processing project to client from workflow templates & note on OTA client information sheet
	If no, you're finished!