
Thursday, October 16
1:15 PM – 1:45 PM PT
This Month’s Focus
Year End Best Practices
Join Monica Boguszewski of the Client Services and Education Team for a review of year end best practices. During this session, Monica will discuss topics including:
- Tax forms handling tool #916
- Verifying shares and certificates (1099 INT reporting)
- Verifying loan categories (1098 reporting)
- Verifying Accounts Payable vendors (1099 Misc reporting)
Don’t miss this FREE webinar!