Service 07
1099 Season, Absorbed
1099 season lands in the worst possible month: high volume, a fixed deadline, and work that is tedious rather than technical. TaxElixir handles the vendor data gathering, validation and preparation so your team is not spending late January chasing W-9s instead of starting returns.
Scope of Work
What 1099 and information returns covers
Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.
Data Preparation
- Vendor and contractor data collection
- W-9 tracking and follow-up lists
- TIN matching and validation checks
- Payment data extraction from the accounting system
Forms Prepared
- 1099-NEC: non-employee compensation
- 1099-MISC: rents, royalties and other income
- Recipient copies prepared for distribution
- Corrected forms where errors are identified
Filing Support
- E-filing preparation and submission support
- State filing requirements where applicable
- Reconciliation to the general ledger
- Retained documentation for each recipient
We prepare, validate and reconcile. Submission under your firm's credentials, and every filing position, stays with you.
Staff This Work
Prefer a dedicated person to a project engagement?
The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
How We Work
Five steps to steady state
Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
- 01
Discovery Call
We learn your workflow, your standards and whether this is a fit.
- 02
Scope & Engagement Letter
Services, volumes, turnaround and terms agreed upon before data moves.
- 03
Secure Access Setup
Access provisioned under your controls. Least privilege, always.
- 04
Ongoing Communication
Regular check-ins, status updates and a clear escalation path from day one.
- 05
Steady-State Delivery
Set cadence, named contact, tracked turnaround, self-review built in.