It’s everyone’s favorite time of the year! Yes, Tax Season is almost here, so let’s dive into some big changes in regard to how you can leverage our ERP product, PDI Enterprise, to file your 1099 forms with the Internal Revenue Service (IRS).
Reduce filing time with a new shortcut
In the past few years, you’ve needed to upgrade to the “Year End Version” of PDI Enterprise in order to file with the IRS. This year, we’ve compiled the year-end changes required for filing into a SQL script that you can run on PDI Enterprise Version 12.1 or greater. This low-impact SQL script can be a great alternative if you’re just trying to complete your tax filings rather than access all the new features of a full Enterprise release.
To request the SQL script, simply submit a case through PDI Connections. If you’ve already submitted a case through PDI Hosting Services to upgrade to the Enterprise “Year End Version” but are only looking for the 1099 changes, you can change your case request to the SQL script. That step will significantly reduce the amount of post-upgrade testing required for your system. To learn more about this update, check out this announcement.
Don’t forget about these upcoming deadlines
One general reminder: If you haven’t upgraded your system to the “Year End Version” or run the SQL script, be sure to do so ASAP. As always, those tax filing deadlines are going to be here sooner than you think. If you’re ahead of the game and ready to begin your e-filing process, note that the IRS Filing Information Returns Electronically (FIRE) production system is slated to go live after its annual upgrade on January 13, 2025.
You can visit the IRS website for the most up-to-date version of the filing deadlines. And, if you need to file an extension, you can upload Form 8809 through the FIRE system online.
Check out these additional resources
If you happen to be the lucky person filing 1099s for the first time and are feeling a bit lost, don’t despair! PDI has a wide variety of resources to help you navigate the process.
First, make sure you download the Year End Guide from PDI Connections on the Enterprise Solutions Page. This step-by-step guide explains how to generate your 1099 files. You can also access helpful classes through a PDI University All-Access Pass on PDI Connections.
If you still find yourself looking for help, it’s time to call in the PDI experts—our team of experienced financial consultants can get you through this process. Just be sure to submit a consulting case as soon as possible and we’d be happy to discuss your unique situation.
In the meantime, here are some useful links for tax season:
- PDI Connections Year End Announcement: Information on the year end changes to Enterprise
- IRS E-Filing with FIRE System: Information for electronic filing of 1099s
- About Form W-9: Instructions on requesting tax information
- About Form 8809: Instruction on filing for extensions
- About TIN Matching: Resources for using the TIN Matching service
- PDI All-Access Pass: Information on PDI University training and resources
A dream of Spring
Yes, I realize 2025 has only just begun, and we’re already experiencing some turbulent windfall. Tax processing doesn’t have to be something that adds to your stress levels. I encourage you to reach out to us via PDI Connections if you need any assistance. Good luck preparing for Tax Season!
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