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Year-end in August? What to cross off your to-do list now

Kerry Fitzgerald
by Kerry Fitzgerald
August 17, 2010
1 minute read
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Year-end may be months away, but taking two quick steps now will make processing smoother.
Instead of trying to get all your key tasks completed in a tight time frame, taking these steps in the next few weeks will free your time later for more time-sensitive tasks:

  1. Order your W-2s. Whether you print your forms in-house, order free copies from IRS (click here) or buy from a vendor, by this time of the year you should have a pretty good idea of how many documents you’ll need. If you order from a private vendor, you can often score a significant discount by ordering by late August or early September. Employers that go directly to IRS should note that the forms aren’t printed yet, but you’ll receive your shipment as soon as they are. You can order 1,000 forms and 25 instruction booklets per order from. No matter where you get your forms, be sure to order extras for test jobs, errors, etc.
  2. Pre-order your 2011 Tax Calendar. If you order now, IRS will ship the English version in early November. The Spanish version will ship by early December.
    This 12-month wall calendar includes info on general business taxes, IRS and SSA customer assistance, electronic filing and paying options, retirement plans, business publications and forms, and common tax filing dates.
    Each page highlights different tax issues and tips that may be relevant to small business owners. There’s room on each month to add notes, state tax dates, or business appointments.
    To order, go here.

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