Download Your 2023 Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a “proforma” tax organizer that includes prior year information and carryover data.
1099s
Wisconsin has made a change on how you must report the State ID number on W-2 and 1099 Forms. Per the Wisconsin Department of Revenue: “In a continued effort to fight fraud, the department wants to ensure the information you file matches the information reported to the payee.”
The new required information is that either a 15 digit Wisconsin withholding number must be entered (you can no longer use the federal ID number in lieu of a state withholding number) or, if you do not withhold state taxes and are not required to register, must use the number ‘036888888888801’.
If these requirements are not followed, the department will reject electronic returns with incomplete or incorrect information. A reject reason will be provided so that the information can be corrected and resubmitted. Incorrect or incomplete returns filed on paper will not be returned. A letter will be sent asking for correction and resubmission of the corrected forms.
Failure to file wage statements and information returns by the due date, including any extensions, or filing an incorrect or incomplete return is subject to a penalty of $10 for each statement or return.
Additional information regarding this can be found in the PDF below titled “WDR Withholding Tax Update.”
Use this form to provide our firm with the information needed to prepare your 1099s. You can print and input the information and then return the completed worksheet via fax (608-826-1901) or mail it to the office.