Preparing for the upcoming tax season

Everything you need to set your team up for success

Access the resources below

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Tax Filing Before & After Routable
Compare the tax filing process before and after implementing Routable from automatic collection of W-8s and W-9s during vendor onboarding, through 1099 and 1042-S filing.
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Tax Management Checklist
As you prepare to file 1099s this season, feel free to reference this comprehensive checklist of key considerations.
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2026 Tax Calendar
Keep track of all key filing dates including: 1099-MISC, 1099-NEC, 1042-S and more.
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Tax Management Essentials
Familiarize yourself with what you need for year-end filing, from W-8 and W-9 collection, to the variations of 1099s (1099-NEC, 1099-K, 1099-MISC).
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