Reconcile the annual recipient population and prepared forms with payment and filing outcomes.
Procurement Manager resolves company classification and W-9 questions with the subcontractor. Controller checks the recipient information needed for the tax year, including legal name and tax identifier. Follow up on stored-data TIN mismatches before relying on the form details.
Controller runs or reviews the annual job for the intended year. It prepares tracking from paid applications and applied backcharges using the configured recipient selection and generation policy. Check the population against accounting before accepting the totals for preparation.
Controller compares the annual paid total with the linked form's gross amount and any backup withholding. Follow discrepancies back to the applications and deductions. Confirm the tax-year rules with the team's tax adviser during setup.
Controller checks the recipient details and prepared file before recording the issuing outcome. The tracking record retains its generated-form link and dates so follow-up can stay with the same company and year.
Controller uses the connected filing process and records Filed after confirmation. A later correction can be recorded as Amended with its file. Reconcile the tracking row's filing date with the form outcome.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.