Form 1099 Tracking by VProVantage Template
Download your free Form 1099 Tracking (US) template to personalize and use in your bookkeeping or accounting firm.
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About this template
Each year, accounting practices in the US are required to track countless 1099 Forms reporting their clients' income. A process to keep track of forms for every client who may require a 1099 is very important.
This is the template VProVantage use to track their 1099s for the year, Form W-9s they have requested, and to keep data for those who don't need a 1099, and those who are required to get one.
It isn't your traditional checklist—using Karbon, they drag and drop checklist items to different sections as they progress, and the Work always remains in Planned Status, with a Due Date of Jan 15th of the following year.
VProVantage, LLC provide professional bookkeeping, payroll, small business and personal financial services to individuals and businesses throughout Atlanta, Georgia. They understand the unique relationship of the finances of the small business owner and their personal financials, and strive to ensure those unique needs are attended to.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About VProVantage, LLC
VProVantage is a full-service bookkeeping and business accounting firm, handling Quickbooks, Xero, ADP Payroll, financial reporting and financial analysis.
