Call 301-977-9389

Get Payroll QuickBooks® Payments Client Portal Get QuickBooks®

QuickBooks Bookkeeping

Your Experts in Everything QuickBooks®

  • Home
  • Bookkeeping
  • Payroll
    • Payroll Solutions
    • Payroll Demo
    • Form Downloads
    • Payroll Setup
  • Services
    • Troubleshooting for QuickBooks
    • Training on QuickBooks
    • Analysis of QuickBooks Data
  • Products
    • Accept Credit Cards
    • Enterprise Solutions by QuickBooks
    • Online, Pro & Premier by QuickBooks
    • Bill.com
    • Jill Recommends
  • Testimonials
  • Blog
  • About
    • Our Team
    • Getting Started with Us
  • Contact

By Jill Frillman

Five Things You Can Do to Make Tax Season Smoother

We know we’ll never make tax season your favorite time of year, but perhaps we can make it easier.  Here are five things you can do now to smooth out the time required to pull your records together for your tax preparer.

1. Contractor Clean-up 

In preparation for 1099s, take a look at your vendor list now and identify who should receive a 1099.  Perform a mini-audit and ask for any W-9s that are missing so you can plug in your tax IDs without scrambling at the last minute.

2. Check or PSE

Also in preparation for 1099s, you’ll need to break out payments made to vendors by check versus by credit card, third party or what the IRS calls PSE, payment settlement entity.  You’ll only need to issue 1099s to vendors you wrote checks to.

3. Calculated Moves

Is there anything you can calculate in advance of crunch-time?  If you had loans, you can secure the appropriate amortization schedules.  If you have depreciable assets, some of these schedules can be prepared ahead of time.  Did you sell any major assets?  A summary of the transaction can be prepared and ready to go.

4. Playing Catch-Up

If you are behind in your bookkeeping, filing, bank reconciliations, or other accounting chores, it’s a good time to get caught up so all the routine stuff is out of the way.

5. Getting Organized

When the year ends and the tax documents start arriving, place them in a special folder or stack so that all the papers are together.  Scan them in and place them in a specially labeled folder on your PC.  You’ll be more organized than ever.

When all of the mundane items are completed early, it leaves time for the more important conversations, such as discussing new ideas for tax reduction, ways to operate your business more efficiently, and planning for your future.

If we can help make your tax and accounting tasks easier during any time of the year, please reach out and give us a call.

SHARE THIS ARTICLE

Filed Under: Business Tips, Management Tips, Time Management Tips

Form Downloads

Form W-4 (2020)
Form W-9
Virginia Form VA-4 (2018)
I-9
I-9 Instructions
MW507
Employee Authorization for Direct Deposit
Employee Information Sheet

Top 100 ProAdvisor 2018 - Insightful Accountant Logo
Certified Profit First Professional

Bill.com Expert QuickBooks Desktop Certified ProAdvisor QuickBooks Advanced Certified ProAdvisor QuickBooks Enterprise Certified ProAdvisor QuickBooks Online Certified ProAdvisor Intuit Premier Reseller
TSheets Pro Certified Logo

Client Portal

Is Your Business Leaking Money?

Want to Know the Top 10 Money Leaks in Your Accounting System?

 

You'll also receive our free newsletter full of QuickBooks® and Business tips.

Privacy: We never rent, sell, or share your information to anyone.

Save Money on Checks and Forms

Checks for Less

Stay In Touch

Search Blog Archives

Top 100 ProAdvisor 2018 - Insightful Accountant Logo
Certified Profit First Professional

Stay In Touch

Client Portal

Save Money on Checks and Forms

Checks for Less

© Copyright 2025 Bookkeeping Etc., Inc., 23 Firstfield Rd. #3091, Gaithersburg, MD 20878 · All Rights Reserved


Serving QuickBooks® Clients Throughout the U.S.


Jill Frillman | Bookkeeping Etc., Inc. | BookkeepingEtcInc.com | 301.977.9389


Accounting, Bookkeeping and Payroll solutions for service based businesses in but not limited to Maryland, DC, Virginia, Texas, Michigan, Arizona, Florida, West Virginia, Georgia and Ohio.

Terms and Services