Make tax season less taxing.

From ordering the right forms to gathering essential information, we’ve outlined some must-do steps to help this year’s tax prep go smoothly.

First, know your deadlines.

Businesses need to file on the state and federal level and get W-2 forms to employees by January 31, 2024.

Educate yourself on new tax laws.

The IRS has instituted a new e-filing law for 2023, learn more here to see how your business is affected.

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Next, investigate the forms and envelopes you need.

From W-2 to 1099 forms to envelopes, our expert-curated selection has you covered and next-day delivery gets it all to you fast.

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Now gather important year-end and filing information.

Spending time collecting this data now will help streamline the whole process.

·?????? Tax ID

·?????? Prior year’s tax returns

·?????? Last year’s balance sheet

·?????? Run this year’s balance sheet

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Review employee and contractor files for accuracy.

·?????? Confirm social security numbers for W-2 forms.

·?????? Confirm employer identification numbers for 1099 forms.

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You’re ready to file.

Once you check you have everything correct, it’s time to file. Be sure to keep an eye on those deadlines.

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Save and store your documents.

The IRS has record-keeping guidelines for tax materials, so be sure to secure your documents to stay in compliance and prepared in the event of an audit.??

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Ready to get started?

We gathered all the products you need to get this tax season from filing to finished here .

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This guide is for informational purposes only and does not reflect all individual needs. Customers should consult qualified tax experts for assistance with filing taxes in their state.