Learn about 1099 reporting and earn free CPE and CE credits here. Keep reading to learn more about the course.
1 min read
Lauren Miller is a content writer for Canopy.
Yes, we know, it’s only January and you have the entire year to get your CPE and CE credits in! But, you can never start too early. That’s why we have introduced a new in-depth three-part educational series about 1099 form instructions that is eligible for both CPE and CE. Plus, what better way to prep for the upcoming tax season than learning everything practitioners need to know about 1099 form instructions. Let’s take a look at what you’ll learn in this course…
Reporting compliance can be a major source of anxiety for the business owner as well as their accountant. In recent years, the IRS has increased the penalties for failing to comply with these reporting requirements significantly. Nobody needs the added stress of a penalty…Are you sure that you know all the rules for reporting compliance? As accountants, it’s important to protect our clients from being penalized.
In this three-part course, expert Tanya Baber, EA, makes sure you are prepared to stay compliant with reporting rules and you will leave this course feeling confident in 1099 information reporting forms. Part one will take you through the deadlines in effect, the purpose of 1099s, when you should use them, deadlines and compliance rules. The second course will walk you through the proper 1099 preparation and make sure you aren’t making mistakes. Lastly, part three covers the proper techniques for correcting any errors discovered on 1099 reporting.
About the course instructor: Tanya has been an enrolled agent with the IRS since 2006 and received her bachelor’s degree in Public Accounting and Business Administration from Colorado Mesa University. Tanya practices as a public accountant from her hometown of Grand Junction, CO and also helps clients from the east coast to Hawaii and a few internationally. Since 1994, Tanya has guided clients in the areas of accounting and payroll, personal, business, and non-profit tax preparation, planning, consulting and representation as well as solving their complex tax problems.
How can I sign up? You can register for these courses through Canopy’s free CPE/CE platform, here. You’ll need to make an account to take the courses, but it’s completely free.
Looking for more free opportunities to earn CPE/CE credits? Check out Canopy’s entire course library by clicking the button below.
Explore more of our recent Articles, User Stories, and Ebooks.
2 min read
2 min read
Chris Picciurro (CPA, MBA, PFS, ARA) specializes in tax preparation, planning, projecting, and consulting services primarily for small businesses and self-employed individuals. Chris has built his business on a member-based subscription model that allows clients to select the level of service that best fits their needs based on their individual situation. He is a CPE course instructor for Canopy.
Canopy takes the headaches out of client management by offering a way to keep client info organized.
I love how easy it is to setup a new client in this software. Once set up, it's one click to get IRS transcripts downloaded for my review. This saves me at least an hour each week in comparison to the software I used to use.
This makes workflow for tax resolution manageable. This business is a bunch of hurry up and wait. This system helps to refresh my memory while transitioning to different clients.
The ability to securely share documents with clients as well as complete POAs from client contact data already in Canopy. The ability to route workflow between team members with color coded statuses allows us to work efficiently.
Cool features, outstanding customer service, constantly updating to make it better. I love that I can upload files easily to a secure client portal and we don't have to email files anymore. Absolutely can't imagine not having this software.
It's safe and secure. Clients are able to upload documents and the documents are saved their portal which as a result, keeps us better organized. The task feature keeps us organized and we know exactly the status of each client.
Submit this form, and we will be in touch soon to give you a custom demo.
Set a time for one of our product specialists to give you a guided tour practice.