Form 1099 Tracking icon

Form 1099 Tracking

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Download your free Form 1099 Tracking template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Form 1099 Tracking' templateForm 1099 TrackingEngage client for 1099 work (step 1)2 AutomatorsPrep and send 1099 engagement letterCompletedEngage client for 1099 work (step 2)4 AutomatorsReceive signed 1099 engagement letter and payment authorization formCompletedPrepare 1099s8 AutomatorsPrep and send the 1099 recipient list to the clientCompleted

United States accounting practices are required to track 1099 Forms that report the incomes of their clients. This is the best practice process for processing 1099s, which will assist your firm to keep track of these forms for your clients. The detailed steps covered include client engagement, preparation, processing, information requests to clients and follow-up.

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