Automated W2 and 1099 Year End Checklist
Every Monday from November through January 31, WebRun opens Payroll Relief to check each client's W2 and 1099 readiness, including addresses, SSNs, and e-delivery consent, cross checks 1099 contractor totals against the client's QuickBooks records, and logs a master year end checklist status per client into Google Sheets.
How do I get every client's W2s and 1099s ready before the year end crunch?
Every Monday from November through January 31, WebRun opens Payroll Relief to check each client's W2 and 1099 readiness, cross checks contractor payment totals against the client's QuickBooks records, and logs a master checklist into Google Sheets. It never files or issues a form itself, so your team walks into January with every gap already caught and nothing left to the last minute.
- Every client's year end gaps are caught in November, not January
- 1099 contractor totals are reconciled before forms go out
- One master tracker replaces a spreadsheet built from scratch each year
Built for payroll service bureaus · accounting firms · payroll administrators · tax preparers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.accountantsworld.com/payroll-reliefin a real browser with your saved login - no setup, no API keys. -
1
Payroll Relief - check W2 and 1099 readiness
accountantsworld.com
WebRun opens Payroll Relief to check W2 and 1099 readiness. - Open Payroll Relief and review each client's W2 and 1099 setup
- Check that every employee address, SSN, and e-delivery consent is current
- Note any 1099 contractor missing a W9 or valid TIN
Done when Every client's W2 and 1099 readiness gaps are listed.
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2
QuickBooks - verify contractor payment totals
- Open each client's QuickBooks contractor payment records
- Compare year to date contractor totals against the 1099 amounts in Payroll Relief
- Flag any mismatch for review
Done when 1099 contractor totals are reconciled against QuickBooks, or a mismatch is flagged.
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3
Google Sheets - log the year end checklist
google.com
WebRun opens Google Sheets to log the year end checklist. - Open the master year end readiness tracker
- Update each client's row with outstanding items and any reconciliation flag
- Mark clients fully ready as complete
Done when The tracker reflects every client's current year end readiness status.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file or issue the W2s and 1099s itself?
No. WebRun only checks readiness and reconciles totals. Filing and issuing the actual W2 and 1099 forms stays with your team in Payroll Relief.
How does it catch a 1099 amount error?
It compares each contractor's year to date QuickBooks payment total against the 1099 amount in Payroll Relief and flags any mismatch before forms go out.
How early does it start checking?
Every Monday starting in November, so gaps like a missing W9 or an unconfirmed address get caught with weeks of runway, not during the January crunch.
Related templates
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