Draft an organizer checklist for gig-economy clients detailing each 1099-K/1099-NEC platform transaction that must be reconciled to cash-basis books

Generate draft an organizer checklist for gig-economy clients detailing each 1099-k/1099-nec platform transaction that must be reconciled to cash-basis books for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: PDF, CSV, XLSX

Max size: 50MB

Upload all 1099-K and 1099-NEC forms received from gig platforms (DoorDash, Uber, Airbnb, etc.) for reconciliation
Select all platform types generating 1099s for this client

Click to upload or drag and drop

Allowed: XLSX, CSV, PDF, QBB

Max size: 50MB

Upload client's cash-basis bookkeeping records (QuickBooks, Wave, or Excel) for reconciliation comparison
Define the tax year and specific period requiring reconciliation
Specify client's tax filing status and entity type for proper 1099 treatment
Set the dollar threshold for flagging unreconciled discrepancies between 1099s and books
Identify payment processors that may issue separate 1099-Ks
Specify states where client operated and their 1099-K reporting thresholds
Include any special circumstances, multiple DBA names, platform changes, or client-specific details affecting 1099 reconciliation
Set the level of documentation required for the reconciliation checklist