ATTENTION ONLINE CREDIT UNIONS
Join us for a review of Year-End best practices with our Early Bird Special for 2021 Year-End Prep! During this session, Monica Boguszewski, Account Executive with the Client Services and Education team, will discuss the following items:
- Tool #916: Update Tax Form Handling Instructions
- Verifying shares & certificates (1099 INT reporting)
- Verifying loan categories (1098 reporting)
- Verifying Accounts Payable vendors (1099 Misc. reporting)
Thursday, August 26
12:30 PM – 1:30 PM PT
