oAppsNet

JANUARY 14, 2025

Key details collected on a W-9 form include: Name and business name (if applicable) Address Taxpayer Identification Number (TIN), which can be an Employer Identification Number (EIN) or Social Security Number (SSN) Certification that the information provided is accurate Who Needs to Complete a W-9 Form?

1099 Preparation 52

1099 Preparation Collections Tax Auditing 52

Jetpack Workflow

JULY 19, 2024

That also supplies accountants with access to Xero HQ, where you can collect and manage client information and documents, get listed in the advisor directory, and more. This easy-to-use, straightforward platform automates payroll runs and compliance tasks, such as payroll tax filing and year-end W-2 and 1099 preparation.

CPA 52

CPA Payroll Accounting Accounting 52

Xero

AUGUST 14, 2024

Being able to make and collect payments without leaving Xero is a powerful tool for your clients. We’ve also revamped the workflow for completing W9s, making it easier for vendors to fill them in and return them faster, making 1099 preparation more seamless.

XERO 246

XERO 1099 Preparation General Ledger Bank Reconciliation 246

Nanonets

JULY 21, 2023

In addition to accelerating the reconciliation process, reconciliation software also enables an audit trail, significantly improving transparency and accountability. Once approved, the reconciled data is securely stored in a centralized database, ensuring an auditable trail.

General Ledger 52

General Ledger Account Reconciliation Reconciling Financial Reporting 52