Learn how to identify who needs a 1099, which form to use in each scenario (1099-NEC vs. 1099-MISC), and why W-9s are a critical first step before payments are issued. Mastering these fundamentals ensures compliance, positions you as a trusted expert for your clients, and helps close the “tax gap” in the process.

Online payment platforms like PayPal, Venmo, and Zelle add layers of complexity to 1099 reporting. Learn the differences between personal and business accounts, when payments are covered by Form 1099-K, and more.

Why wait until January to tackle 1099s?  Avoid the scramble by making 1099 management a part of your routine workflows. Explore practical strategies like tracking eligible vendors monthly, collecting W-9s before payments, and centralizing vendor communication to make tax season less stressful for everyone. Get ahead now to save time later!