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The January Filing Survival Guide

Eliminating 1099 Time Drains with Smarter Prep in 2025

    Cut Down 40+ Hours During Filing Season

    One of the biggest challenges faced by accounting firms each January is the overwhelming burden of 1099 filings. With thousands of forms due in just a few short weeks, firms often lose 40+ hours per client chasing W-9s, fixing TIN mismatches, correcting form errors, and rushing to meet state and federal deadlines.

    This guide breaks down exactly how and where those hours disappear, helping firms recognize and fix the silent inefficiencies draining their resources.

    Why Read This Whitepaper?

    Learn where your team’s time disappears during filing season

    January is often the most hectic month for accounting firms, especially when it comes to 1099 filings. But what many teams fail to realize is how much of their time is consumed by invisible, repetitive tasks. This whitepaper breaks down where those hidden hours go.

    Get updated with what’s new in 1099 Compliance for 2025

    2025 brings some of the most significant changes to 1099 reporting in recent years. From the introduction of the new Form 1099-DA to the impact of the One Big Beautiful Bill Act (OBBBA) for 1099-MISC and NEC, firms need to stay on top of shifting IRS mandates.

    Learn how automation can help fix filing chaos

    As client volumes grow and compliance requirements multiply, manual processes no longer scale. We outline how smart automation, when implemented early, can be a game-changer for streamlining 1099 filing processes.

    Key Highlights of the Whitepaper

    Top Time Drains in 1099 Filing

    Explore our step-by-step guidance on creating a scalable, audit-ready 1099 process from day one. Learn how to implement end-to-end automation, Bulk TIN matching, ERP and accounting system integrations, and more.

    The Cost of Not Preparing Early

    Learn about the steep cost of not preparing early. Firms that wait until January risk significant IRS penalties, audit triggers, and missed client expectations, all while burning out their teams.

    How Tax1099 Eliminates the January Rush

    Explore how platforms like Tax1099 eliminate the January chaos and help firms deliver better services by automating W-9 collection, bulk TIN matching, state filing, and approval workflows.

    Who Should Read Our Whitepaper?

    Accountants

    For accountants managing multiple clients, each with unique filing needs, this whitepaper offers a practical roadmap to reclaim time lost with smarter 1099 workflows.

    CPAs

    CPAs will gain insights into the latest 1099 compliance updates, including threshold changes and new form requirements. It also highlights how automation can reduce audit risks and streamline complex filings.

    Payroll Professionals

    Payroll professionals involved in year-end filings will benefit from practical tips to manage 1099 forms alongside regular payroll duties. The whitepaper also covers how tools like Tax1099 simplify W-9 collection, e-filing, and compliance.

    Fix the Cracks in Your 1099 Workflow Before the IRS Finds Them