Here's What's Inside

• Year End Toolkit

  • Year End Client Presentation Workshop
  • Canva Slide Templates
  • Year End Tax Package Template & Walk-Thru

• 1099 Toolkit

  • 1099 Workshop
  • SOP: Prep for 1099s
  • SOP: 1099 Filings
  • 1099  Handoff Workflow (for teams)
  • Email Template: 1099 request followup

  • 🤖 NEW: 1099 Assistant AI Bot trained on IRS Guidelines (updated Annually)
    

• Sales Tax Toolkit

  • Sales Tax Basics & Definitions
  • Why it's important to know a little about sales tax
  • How you can do a sales tax analysis for a client
  • Helpful Resources
  • Pricing Sales Tax services
  • Sales tax analysis process in Shopify

➡️ The 1099 workshop is from 2020, but most still applies. Remember to always check the current year IRS Instructions & Guides.