What is the legal name of the business?

Does the business use a DBA or trade name? If yes, what name does it use?

What state was the business formed or organized in?

What type of business entity is it?

Is the business currently active?

What tax/calendar year are these W-2s and/or 1099s for?

Are you requesting forms for more than one year?  If yes, identify the additional year(s).

Are any of the forms already past their applicable filing or recipient-delivery deadline?  If yes, briefly explain which forms are late.

Does the business have employees requiring Forms W-2 for the year being addressed?

Were all employee wages processed through payroll?

Do you have year-end payroll reports showing each employee's wages and withholding?

Did the business make payments that you believe may require Forms 1099?

How many Forms 1099 do you expect to need prepared?

Did the business pay independent contractors or nonemployees for services?

Do you have records showing the total amount paid to each person or business?

Have any Forms 1099 for this year already been provided to recipients?

What is the total number of W-2 and 1099 forms you expect us to prepare?

Does the total exceed 10 forms?

Do you understand that the $597 fee includes up to 10 total standard W-2 and/or 1099 forms?

If corrections are needed, briefly describe the issue without entering sensitive worker information.

Are you uncertain whether any worker should be treated as an employee or independent contractor?

Has the IRS, Department of Labor or a state agency questioned the classification of any worker?  If yes, briefly describe the situation without identifying sensitive worker information.

Were all required Forms 941 filed for the year being addressed?

Was Form 940 filed when required?

Are there known unpaid payroll taxes?

In which states did the business have employees during the applicable year?

In which states did the business have contractors or other 1099 recipients?

Do you know whether state copies of the W-2s or 1099s have already been filed?

Has the business received an IRS notice involving W-2s, 1099s or information returns?

Has the business received an SSA notice involving W-2 or W-3 reporting?

Is there currently a filing or response deadline related to these forms? If yes, what is the deadline?

Do you have the business's year-end payroll reports?

Do you have contractor/vendor payment records?

Do you have copies of W-2s or 1099s already prepared or filed for this year?

Do you have applicable IRS, SSA or state notices?

What is your biggest concern about your W-2 or 1099 compliance?

Is there anything unusual about the employee or contractor reporting we should know before beginning?

Is there anything else you want us to know?

I understand that the $597 fee covers one business entity and up to 10 total standard W-2 and/or 1099 forms within the established scope.

I understand that forms exceeding the included 10 may require additional pricing.

I understand that corrected forms, significantly late filings, incomplete records, payroll or payment reconstruction, state-specific requirements and other complexity may require additional pricing.

I understand that this service does not automatically include Forms 941 or 940 preparation or correction, payroll processing, payroll-tax reconciliation, bookkeeping, business income-tax return preparation, notice response, penalty abatement, collection resolution or IRS/state representation.

I understand that I am responsible for providing complete and accurate business, employee, contractor and payment information needed to prepare the forms.

I understand that this service relies on the worker classifications and factual information provided by the business and does not include a legal determination of worker status.

I understand that purchasing this service or completing this intake does not extend or suspend any federal, state or recipient-delivery deadline.

I understand that Tax Control Group™ does not guarantee elimination of penalties, prevention of notices or any particular agency outcome.

I understand that Social Security numbers, taxpayer identification numbers, payroll records and other sensitive worker information must only be provided through the designated secure client process.