Category Tax Compliance

GetW9 graphic explaining the IRS Automatic Exemption from Penalty program, with a vendor dashboard and a note that 1099 information returns are generally excluded.

The IRS Is Making Penalty Relief Automatic: What Taxpayers Need to Know About AEP

Form 1099-DA broker reporting compared with W-9 and 1099-NEC vendor-payment reporting.

Form 1099-DA Explained: What Businesses Need to Know About Digital-Asset Reporting

Vendor Fraud Is Rising. Your W-9 Process Is the First Control Most Teams Ignore.

Map showing multi-state contractors working across different states with W-9 verification, address validation, and 1099 reporting compliance requirements for businesses hiring remote contractors.

Multi-State Contractors and 1099 Reporting: What Businesses Need to Know

Nonprofit finance team reviewing vendor W-9 records in a secure digital compliance workflow.

W-9 Compliance for Nonprofits: What You’re Required to Do and What You’re Not

Modern compliance illustration showing two vendor tax document folders, one with a warning symbol and one with a verification shield, representing First B Notice vs Second B Notice.

First B Notice vs Second B Notice: What Businesses Should Know

Isometric illustration of an accounts payable desk with a stylized tax form bearing a green checkmark, two stacks of dollar bills connected by an upward arrow representing the threshold increase from 600 to 2000 dollars, a figure examining the form with a magnifying glass, and another filing documents into a cabinet

The $2,000 1099-NEC Threshold: What the OBBBA Change Means for Your W-9 Process

IRS Form W-9 2026 Draft: Key Changes AP Teams Must Act On Now

Laptop on an office desk displaying a vendor management dashboard for secure W-9 storage and access control.

W-9 Storage + Access Control: Who Should See What (and Why Email Fails)

Calendar marked March 31, 2026 for the 1099 e-file deadline with vendor tax documents and checklist on desk

March 31 1099 E-File Deadline 2026: What Businesses Should Check Now