The Diocesan Finance Office would like to offer year-end payroll tax reporting help.
If you would like the Finance Office to process your year-end 941, W2’s, W’3s, 1099’s and 1096 please let us know. This is a very reasonable fee-based service: $50 for up to 25 forms and $2.50 per form after that, which includes the price of the forms.
Helpful hint:
To get prepared for YE 1099 processing, start looking at your vendor reports now, and by December 10 send out any W9’s to vendors who have provided you with a service to verify if they are incorporated or not. When you get a form back from a vendor, if they are incorporated, notate that somewhere in your vendor name so as you review your vendors this year and going forward you know right away that they are incorporated and you don’t have to worry about them. Then as you hire new vendors for service work, ask them to fill out a W9 before they even start the work, making year-end processing easier. Examples (not all inclusive) of vendors who need to have a 1099 sent if they are not incorporated: visiting clergy, plumbers, electricians, handymen, carpenters, lawn care services, snow removal services, window washers, cleaning services, HVAC services, speakers you bring in for conferences (you also need to pay use tax for speakers if they do not invoice you the sales tax), musicians, organ/piano repair services, remodeling services, architects, lawyers, construction companies. As a note, if a vendor sells you a product then also installs it, that is considered a service, and you need to send a 1099 to them if they are not incorporated.