Client engagement
1099 Preparation Engagement
Begin an engagement for recipient review, 1099 preparation, filing, and distribution support.
1
Provide initial information
Complete the intake below so the firm can confirm the client, entity, period, and requested work.
2
Review scope and terms
Our team will send or confirm the applicable scope, timing, responsibilities, and engagement agreement.
3
Send requested records
After the engagement is accepted, use the secure upload page for supporting documents.
Submitting this intake does not create an engagement. The firm must accept the work and the required agreement must be signed.
Begin this engagement
Complete the requested information below. Our team will use it to prepare the applicable electronic engagement agreement for your review and signature.