1099/W-2 COMPLIANCE

Your Next Step: Provide Your W-2 and 1099 Information

Your intake is complete. Now provide the employee, contractor and business records needed to prepare your included W-2 and/or 1099 forms through the designated secure client portal.

Business Information

Provide applicable records showing:

Business legal name
Business address
Federal EIN
State employer identification information, when applicable
Business entity information
Applicable state and local filing information

Preparing W-2s?

For each employee being reported, provide the applicable information through the secure client portal, including:

Correct legal name
Social Security number
Current mailing address
Total wages
Federal income tax withheld
Social Security wages and tax withheld
Medicare wages and tax withheld
State wages and withholding
Local wages and withholding, when applicable
Applicable year-end payroll information
Other information required for the employee's Form W-2

If available, provide your year-end payroll reports.

Preparing 1099s?

For each recipient being reported, provide applicable information through the secure client portal, including:

Correct legal name or business name
Taxpayer identification information
Current mailing address
Total reportable payments
Type of payment
Completed Form W-9, when available
Applicable payment records
Any prior form already prepared for the same year

Have Any Forms Already Been Prepared or Filed?

If applicable, provide copies of:

Previously prepared Forms W-2
Previously filed Forms W-2
Form W-3
Previously prepared Forms 1099
Previously filed Forms 1099
Filing confirmations
Relevant state filings

This is especially important if you believe a previously prepared or filed form contains incorrect information.

Have You Received a Notice?

Provide complete copies of any relevant:

IRS notices
Social Security Administration notices
State tax notices
State workforce or unemployment notices

If a notice contains a deadline, provide the entire notice promptly.

Providing a notice does not automatically expand this engagement to include notice response, penalty abatement or representation.

Your Service Includes Up to 10 Forms

Your $597 fee covers one business entity and up to 10 total standard W-2 and/or 1099 forms.

Additional pricing may apply for:

More than 10 forms
Corrected forms
Significantly late filings
Incomplete worker information
Payroll or payment reconstruction
State-specific filing requirements
Other work outside the standard scope

Any additional scope and fee will be identified before that additional work proceeds.

Existing Filing Deadlines Still Apply

Purchasing this service, completing the intake or providing documents does not extend or suspend federal, state or recipient-delivery deadlines.

If a deadline has already passed or is approaching, make sure that information was identified in your intake.

Protect Your Tax Information

Your tax return and supporting documents may contain Social Security numbers, financial information and other sensitive taxpayer data.

Provide these documents only through the designated secure client portal. Do not send them through ordinary email.

What Happens After You Provide Your Documents?

1 — Document Review

We'll review the business, employee and contractor information provided.

2 — FORM PREPARATION

We'll prepare the included standard W-2 and/or 1099 forms once the necessary information and scope are confirmed.

3 — REVIEW & FILING

The completed forms will be reviewed and applicable filings will be submitted when filing is included and available.

What If We Need Something Else?

If additional information or documentation is needed while preparing your return, Tax Control Group™ will contact you with the specific items required.

Use the client portal whenever requested information contains sensitive taxpayer or financial information.

Ready to Provide Your Information?

Use the secure client portal to provide the business, employee and contractor information needed for your 1099/W-2 Compliance service.