2024 Tax time is just around the Corner, are you prepared?

Navigating your tax forms, updating your agent’s contact information, isn’t rocket science but it can be overwhelming.

Being well prepared is the difference between peace of mind or utter chaos!  We’ve put together a checklist that will guide you through how to make certain your Roster is up to date, ensure your deductions are set correctly, and preview your T4’s and 1099’s, all you need to wrap up your year end reporting quickly and efficiently!

Checklist:

• Check and update Brokerage settings
• Check & Update Agent's missing contact information
  
• Determine how how you will report
• Check and update deductions
• Check tax forms against Agent YTD
  
• Issuing 1099 & T4A's to your Agents/Agent self serve <--Each colour is its own link!
  
• File the forms

• Topic Participants

• Ilona Edens