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Payroll & Information Returns
Payroll and contractor filings that match your books.
We reconcile what your payroll provider reports against your general ledger and handle year-end W-2 and 1099 reporting.
Federal payroll & information returns
The filings, and when they're due.
| Form | Purpose | Due date | IRS source |
|---|---|---|---|
| 941 | Quarterly federal withholding, Social Security and Medicare | Apr 30 · Jul 31 · Oct 31 · Jan 31 | Last day of the month after each quarter. Instructions for Form 941; Publication 15 |
| 940 | Annual federal unemployment (FUTA) tax | January 31 | Instructions for Form 940 |
| W-2 / W-3 | Employee wage statements and transmittal to SSA | January 31 | Due to employees and to SSA by the same date. General Instructions for Forms W-2 and W-3 |
| 1099-NEC | Payments to independent contractors | January 31 | Due to recipients and to the IRS by the same date. Instructions for Forms 1099-MISC and 1099-NEC |
| 1099-MISC | Rents, prizes and other miscellaneous payments | Jan 31 to recipients | IRS copy due Feb 28 on paper or Mar 31 electronically. Instructions for Forms 1099-MISC and 1099-NEC |
| W-9 | Contractor name and TIN, collected before payment | Before first payment | Form W-9 |
Electronic filing: businesses filing 10 or more information returns in total during the year must file them electronically (General Instructions for Certain Information Returns). Dates that fall on a weekend or legal holiday move to the next business day (Publication 509).
What we handle
Payroll support without switching providers.
You keep running payroll in ADP, Gusto, QuickBooks Payroll or your current system. We make sure it's recorded and reported correctly.
Payroll reconciliation
Gross wages, employer taxes and liabilities in your books matched to provider registers each period.
Quarterly return review
Forms 941 and state unemployment reports compared against your ledger before or after filing.
Year-end W-2 review
Wage totals, fringe benefits and S-corp shareholder health insurance checked before W-2s go out.
Contractor onboarding
W-9 collection and a vendor list flagged for 1099 reporting from the first payment.
1099 preparation & filing
1099-NEC and 1099-MISC prepared from your books and e-filed before the deadline.
Sales tax support
Sales tax liability tracking and filing support for states where you collect.
Free 30-minute consultation