Origami Risk "Ask the Experts" Webinar
1099 Pro Extract Prep & Cleanup
Wednesday, December 17th from 10 - 11 AM CT / 8 - 9 AM PT
Join us for a focused session designed specifically for clients who are currently using, or have recently initiated, the Standard 1099 Pro Extract. As we approach year-end, we want to ensure your organization is set up for a smooth and successful 1099 season—not only for this January, but well into 2026 and beyond. This session will walk through the key activities you can complete now and throughout 2026 to make next year’s tax season far more predictable, efficient, and manageable.
What We'll Cover
- A refresher on the Standard 1099 Pro Extract workflow: What is included, how data flows, and what you can expect from the output.
- Data quality reminders: The critical fields and validations that have the greatest downstream impact.
- 2025 Data Hygiene Roadmap: Activities you can start as early as February to reduce the year-end scramble, including vendor/payee cleanup, TIN, address, and classification validation, mapping review, and recurring audit routines
- Key insights to help you avoid common 1099 pitfalls, based on trends observed across our client base.
- Timeline: What to do now, next quarter, and throughout 2025 - A simple cadence that prepares you for success long before January arrives.
- Where to go for help: Support channels, documentation, and upcoming office hours.
Register here
Who Should Attend*
Clients who:
- Are using the Standard 1099 Pro Extract (Sovos), or
- Looking to implement 1099 processing best practices and workflows in the coming year, or
- Need guidance on making the 1099 season more predictable and less resource-intensive.
Why It Matters**
A few targeted cleanup and validation routines throughout the year can dramatically reduce:
- Manual corrections
- Exception handling
- Filing delays and potential fines
- Rework during the IRS deadline crunch
This session is intended to support your 1099 Administrator with clear steps, easy-to-follow guidance, and proactive planning to ensure your January 2025 filing cycle is the smoothest yet.
Meet the Experts
Elizabeth Dubois
Chief of Staff
Jeff Emery
Principal Technical Consultant
Tracy Heay
Principal Technical Consultant
* Please restrict registrants from your organization to 5 or less. With limited capacity, we want to make sure as many clients have the opportunity to attend if possible. All clients are welcome to view prior webinars on-demand here.
** While you are encouraged to pre-submit questions, please make sure your question is related to the topic at hand. If it isn't, we will not be bringing up your question on the call to ensure we stay on track.
