2021 Tax Season Resources for Financial Edge
Happy 2021 everyone! As we kick off a busy month of starting a new year and producing tax forms within Financial Edge, I wanted to aggregate and share some resources you may find helpful this month. Check them out below!
Wondering how other users may be handling specific situations or have questions you would like to bounce off other users? We’ve created a Community page specifically for topics around tax season topics such as producing 1099s & W2s.
Take advantage of the deep network of knowledge that has been amassed over the years in our Blackbaud Knowledgebase. Here are some you may find especially useful:
If you are more of a visual learner, like me, check out this quick walkthrough of producing 1099s in Financial Edge.
Interested in a deeper dive into processing 1099s? Register for our upcoming ‘1099 Processing for the New Year’ Customer Success Session. Or check out last year’s ‘If you’ve got the time, we’ve got the 1099’ session on demand.