Get Ready for Compliance: Ensure
Accuracy and Avoid
Filing Season Errors

Accurate information is the foundation of a smooth filing season, and now is the time to start verifying information so that you’re prepared for January.

This webinar walks business owners through the key steps to review and verify employees’ and vendors’ tax filing details, reconcile records, and confirm system readiness before the
upcoming deadlines.

By addressing these details ahead of time, you can prevent delays, identify and resolve W-9 and W-4 issues, verify addresses and EINs, and ensure your systems are prepared to handle filings efficiently. With organized data and verified details, you’ll enter filing season confident that your information is accurate and compliant.

Key Learning Points:

• Best practices for verifying taxpayer information
• Identify common classification errors
• Strengthen internal review and communication workflows

Meet Your Hosts: