Tax year

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    5 of 8 records are clean and ready for the next filing. Clear the 3 blockers above to include them.

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    5 Ready3 BlockedTax year 2026
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    Actions for you

    5

    • 2 TINs failed IRS match

      Re-collect W-9s or submit corrections before filing.

      Open TIN Verification

    • 2 recipients missing a W-9

      Send a W-9 request — recipient signs and uploads in minutes.

      Open W-9 Manager

    • 1 category needs box mapping

      Royalties Paid is not mapped to a 1099 box yet.

      Open Tax Mapping

    • Draft “January Contractors” has 1 issue

      One recipient is missing a TIN — fix and resume the draft.

      Open draft

    • Filing “Q4 Freelancers” accepted by IRS

      Ready to print and mail recipient copies.

      Print & Mail