Year-end W-2s and 1099s without the January scramble
A ready-made year-end filing workflow for CPA firms. Clients confirm rosters and send W-9s in your portal. Your team prepares, reviews and files.
- Steps
- 10 steps
- Typical length
- 1 to 2 weeks
- Who’s involved
- Business owner, Bookkeeper, Payroll specialist, Reviewer
- Works with
QuickBooks
Xero
Google Drive
SharePoint
The workflow, step by step
Click any step to see who does it, when it starts and what the client sees.
- 1
Confirm the year
2 steps - 2
Collect missing info
2 steps - 3
Prepare and review
2 steps - 4
Client approval
1 step - 5
File and correct
3 steps
January 31 doesn't wait for a missing W-9
The forms take an afternoon. The contractor list, the missing TINs and the owner's sign-off take weeks.
W-9s requested early
Missing TINs and addresses go out as one checklist, with reminders until it's done.
A clear yes before filing
The owner approves recipient counts and totals before anything gets filed.
Rejections become tasks
A rejected record or a late change opens a task for your team, not another email thread.
- Confirm employees and contractors
- Send missing W-9s and details
- Answer open questions
- Approve the filing
Put this workflow to work
See it running in a portal with your firm’s logo and colors.
Implement this workflowIt's the set of steps every client's year-end information returns go through, from roster check and W-9s to filing and corrections, run the same way for every client. In Hubflo, client steps show up in their portal and your team's steps show up as tasks.
