Nov. 28, 2017
We kicked off our training webinar series this morning with a session for accountants and bookkeepers. Ed Pratt, Chief Operating Officer of Zenwork, Inc., joined as a presenter. Ed has 19 years of experience in compliance outsourcing, including human resources, payroll, and tax. Ed has assisted Tax1099 clients for the past 4 years. Marcus Parsons, the new Accounting Channels Director at Zenwork, spoke about data imports. Marcus is a CPA, formerly with PWC. Marcus joined Zenwork this year, and focuses solely on building relationships with Accounting and Bookkeeping professionals.
Thank you to this morning’s attendees for participating in the session! We enjoyed sharing information about our dashboard updates, about creating forms, editing and correcting forms, and more. We also had some great questions from you. Here are a few we’d like to share:
- Can you please address the “request W-9 form” feature? When you use Tax1099’s eSolicitation tool, we send a W-9 form to your vendor. The form is password protected, and the email contains information about how to unlock the form. The vendor fills out the form, and eSigns it. The information is automatically synced back to your Tax1099 account. We’ll send a notification to your email when W-9 information has been submitted.
- How do you update and re-import data without creating duplicate forms? If you need to re-import forms before you’ve submitted them to the IRS, you’ll go into your View/Edit/Submit forms screen and delete the existing forms. Click the check box in the top left corner of the table, and delete the forms. Then, restart your data import. If your forms are not in the View/Edit/Submit screen, make sure that you click “Start New Import” when prompted by Tax1099.
- Do I have to map information in QBO before importing? Tax1099 now offers mapping capabilities from QBO within our platform. Select what box your payments should be mapped to from within our site. If you’re using QBD, you’ll need to map before importing.
Our training webinar series has only just begun! We’ll present another webinar tomorrow for small-medium businesses, then we’ll host a webinar for QuickBooks users on Thursday. Visit our training page to see the full webinar schedule, and to register!