When I started my position as the marketing manager at Relyco in the summer of 2014, the first campaign I was responsible for running was the tax form campaign. Having come from a document management background, my experience was in removing paper from the business process, not adding to it.
So as you can imagine, I was in a whole new world and had my work cut out for me. As I started picking away at all of the components of the campaign, I thought to myself, “It’s a little early to start thinking about tax season, isn’t it?”
No, it’s not.
Why Start Now?
As it turns out, getting a head start on ordering your business tax forms is possibly one of the best decisions you can make for low-stress tax season.
The most obvious reason for ordering early is that you will have the forms you need when you need them, which diffuses the amount of stress in your accounting and payroll departments the closer you get to tax time. And we all know that when we procrastinate, we are only making things harder on ourselves!
What to Know Before Ordering Business Tax Forms
There are also a few other important things to think about before ordering your tax forms that I want to share with you today, thanks to the help of Relyco Tax Form Expert, Michelle Blouin.
Michelle has been guiding her customers through the tax form ordering process for 13 years. She was kind enough to sit down with me to explain why it is so important to get a head start on ordering tax forms and the most important things to consider when placing an order so you can have as stress-free a tax season as possible.
So here are Michelle’s eight things to consider when ordering tax forms:
Understand Number of Forms vs. Number of Recipients
The types of forms you use will determine how many overall sheets you will need. For example, if you require a 2-up form (two recipients per form), you will only need one pack, or half the amount of sheets vs. the total number of recipients. Conversely, if you require a 1-up form, you would need a single sheet for every recipient (two packs).
Pay Attention to Which Tax Envelopes You Will Need
If you are machine inserting your tax forms, you will need to use a wide tax form envelope, like the diagonal seam wide envelope, specifically manufactured for machine-inserted tax forms.
Understand the Business Tax Form Changes for 2015
Tax forms are constantly changing or being discontinued. Make sure you stay on top of those changes in the event you are required to reformat your system.
Click here to view and download the 2015 Tax Form Changes.
Click Here to view the 2015 Tax Form Additions and Deletions.
Get Ready for New Reporting Requirements for the Affordable Care Act
Beginning in January 2016, under the Employer Shared Responsibility Rule, employers will be required to file annual information returns with the IRS and provide employee statements with health plan coverage information. The forms required to report this information will be introduced in the coming months, and we will have them available for you.
Find the Right Software Solution
If you do not use an accounting system that allows you to print your tax forms, Relyco has easy-to-use software that can be purchased for use this year. You can find more information about Laser Link in our 2015 tax form catalog.
Order More Forms Than You May Need
Accidents happen, especially when you are at the mercy of your printer. Michelle recommends to order extra forms to cover you in the event of a paper jam, low ink, or any other accident that could prevent you from getting your tax forms out on time.
Request Samples to Test
Tax form and envelope samples are always available for you to test before placing an order. With the number of form changes occurring year after year, you will want to test new forms first. All you need to do is ask for them! Or, fill out this quick form to be contacted by a Relyco representative.
Order Forms Early
As we get towards the end of the year, warehouse inventories start to deplete. So if you wait too long to order, you may find yourself scrambling to find the forms you need in December and January. Cross tax forms off of your ‘to-do’ list early to avoid the unnecessary stress!