IRS electronic filing mandate
Your document chasing is now on the IRS calendar.
Since January 1, 2024, a firm filing 10 or more information returns of any combined type in a calendar year has to file them electronically. Ten is a low bar, so almost every client with staff or contractors is in scope, and the records still have to come from the client before January 31.
We work with accounting, bookkeeping, and tax firms and nothing else.
The threshold moved. Your client list did not get smaller.
When the electronic-filing threshold was 250 returns, it applied to a handful of your clients. At 10 combined returns it applies to most of them, and the aggregation rule catches firms that never counted themselves as high-volume filers. Each one of those clients still owes you complete contractor and payroll records before you can file anything.
Since January 1, 2024
10 or more returns
The threshold dropped from 250 to 10. It counts returns of all types added together, not 10 of any single form.
Counted together
W-2, 1099-NEC, 1099-MISC and the rest
A client with 6 contractors and 5 employees is over the line, even though neither form type reaches 10 on its own.
Every January 31
W-2 and 1099-NEC due
Recipient copies and the IRS filing share the same date, so the records have to be complete well before it.
Count each client's W-2s, 1099-NECs, 1099-MISCs and the rest together, not per form. A rough number is fine.
What automated document collection actually does.
Automated request sequences per client type, so the right ask goes out at the right time without anyone remembering to send it.
Reminder logic that follows up until the files arrive, then stops. No client is chased twice for something they have already sent.
W-9 and contractor detail collection tracked per client, so missing TIN and address data surfaces in November rather than late January.
Secure intake connected to your existing storage. No new client portal for clients to ignore.
A live status view so your team can see what's outstanding at a glance, per client and per filing season.
Training and written handover, plus 30 days of post-launch support.
The guarantee
We baseline your document turnaround before we touch anything. If it hasn't measurably dropped 30 days after go-live, you get the full setup fee back.
E-filing FAQ
The e-file mandate, answered straight.
No, and we would not claim that. Transmitting the returns stays your firm's job. What we automate is the part that eats your team's week: collecting complete records from clients on time. Faster, complete records make the filing itself easier, but the filing is yours.
Any client filing 10 or more information returns in a calendar year, counting all types together. W-2s, 1099-NECs, 1099-MISCs and the other information returns are added up, not counted separately. Most clients with a mix of employees and contractors clear 10 without realizing it.
No. Intake connects to the storage you already use. Clients send records the way they already do, and the automation handles the requests, reminders, and filing them where your team expects to find them.
Start with Clarity.
A paid audit of your workflow, delivered in 5 business days or it's free, and credited in full against your first build. You get a map of where the hours go and a costed plan to get them back.