10/29/2026
1099 season feels like it’s months away, but January 31st comes faster than you think! Waiting until the new year to track down address updates, SSNs, or EINs from vendors and freelancers usually leads to delayed filings, missing info, and unneeded stress.
Here’s your quick Q4 checklist to stay ahead:
📁 Audit Your Vendor List Now — Identify every independent contractor or service provider you’ve paid $600 or more this year.
📄 Get A Signed W-9 On File — If you don’t have an updated W-9 for them, request it before you issue their next payment.
💳 Review Payment Methods — Remember, payments made via credit card or third-party processors are reported differently than direct bank transfers or checks.
📊 Keep Your Categorizations Clean — Make sure contractor fees aren’t accidentally buried in general software or operating expenses.
Getting your books in order now means 1099 reporting in January is practically a one-click task instead of a total scramble!
💬 Need help cleaning up your books or preparing for year-end tax reporting? Reach out today!