Payroll clients: year-end information needed
What payroll clients should send before year end so W-2 and 1099 forms go out on time.
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Year end is the one time we need to hear from every payroll client, even the ones where nothing changed. Confirming that nothing changed is itself useful information.
Please confirm or send
- Current mailing addresses for everyone who worked for you this year, including anyone who left.
- Any contractors you paid, and how much.
- Any benefits, reimbursements, or bonuses handled outside of payroll.
- Changes to your business address or filing information.
Call the office if any of this is unclear. It is a short conversation and it prevents a corrected form in February.
Questions about this? Call the office at (502) 420-1040. Please do not reply with tax documents or account numbers.
More updates
- Jan 20, 2026All Clients
Worth knowing
We are booking appointments for filing season
The calendar for this filing season is open. Existing clients get first pick of times, and there is a checklist to help you gather what you need before you come in.
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- Jan 8, 2026All Clients
How to get documents to the office
A reminder about the approved ways to send us your paperwork, and why we ask you not to email tax documents.
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