Managing clients’ 1099 filing requirements may only be top of mind near the January 31 filing deadline, but the onboarding of new vendors happens throughout the entire year. It’s imperative that firms apply careful consideration and best practices for W-9 collection and maintenance. This valuable service helps clients remain compliant and avoid unnecessary penalties from the IRS. 

To effectively manage this complex process, Avalara's 1099 & W-9 offers a solution that automates filings and paves the way for a recurring revenue stream from January through December.

Learning Objectives:

• Describe how year-round attention to W-9 and 1099 compliance can reduce potential penalties from the IRS


• Determine the critical security measures required when handling sensitive tax information in W-9 filings


• Recognize how software automation can help clients avoid discrepancies, errors, and unnecessary penalties


• Evaluate legislative changes from the IRS and their impact on the 1099 and W-9 landscape

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222