7. The Case of the Scheduled Form

PREVIOUSLY: THE CASE OF THE FORM EDIT

Walter had successfully imported his forms to Tax1099 through an Excel spreadsheet. When he was ready to come back to his forms, he navigated to the Forms > View/Edit/Submit forms page. From there, he inspected his forms and discovered how to edit forms.

He had concluded business with some of his contractors. Vivian had built a bagel display case earlier that year. Walter didn’t anticipate needing her services again in this tax season. He was ready to submit the form, but didn’t want to jump the gun. If only there were a way to schedule a filing.

THIS WEEK

Walter strolled into the office of Bagel, Bread, & Butter. He was ready to solve his next mystery: how to schedule a filing.

Logging into Tax1099, Walter returned to the Forms > View/Edit/Submit forms page. From the drop down menus near the top of the page, he selected the tax year and payer.

“Eric Peter,” he thought, “he did some photography for me earlier this year. I’m ready to go with his 1099.”

Then he thought to himself, “I’ll be ready with all the forms by a week before the deadline … I may as well schedule all my forms.”

Walter punched the checkbox in the top left corner of the table, selecting all the forms. Then, he clicked the dark blue “Change Schedule Date for all Vendor Files to the IRS” button above the table.

Walter entered the date of submission for the forms.

A message popped up. Tax1099 processes vendor delivery requests immediately. The scheduled date of the form applies to the submission date to the IRS and state.

Walter approved the message. He would deliver vendor forms when the time came.

And that was case closed – Walter’s question had been answered. Tax1099 was capable of scheduling forms to the IRS and state.

RECAP

With Tax1099’s scheduling capability, Walter could take care of submitting the forms now. If he needed to make edits, he could do so before the scheduled date. This was a good way to prepare for the tax season. Everything would be ready to go, but he would also have a safety net. Making edits was a good way to avoid filing corrected forms.

Of course, if Walter needed to make a change to a form after the scheduled date, he would need to file a corrected form. Walter put that possibility out of his mind.

Walter was about to submit his forms with the scheduled date … but then he noticed some options in the middle of the table. TIN match? What was this?

NEXT WEEK

Walter was building a strong case for his tax preparedness. He had loaded vendor information into Tax1099. He had checked his forms, and knew how to make edits. He had explored the scheduling capability. There were still a few unknowns, though. First, TIN matching. Walter was unfamiliar with TIN matching What could it mean?