Your December Checklist: Steps to
a Streamlined January

Tax filing season is almost here, that means the next few weeks are the ideal time to get your filing preparations in order. To help your January go smoothly, our webinar will give you guidance on completing information verifications, addressing any errors, reconciling year-to-date payments, and preparing your team with a clear and streamlined workflow. Make December your month to ensure accuracy and confidence going into the tax season.

Key Learning Points:

• Verify taxpayer and vendor information early
• Reconcile year-end records for accuracy
• Prepare and coordinate your team for
  filing season

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