Partner Notification types: Year Round Tax Accuracy

Partner notification type reference rows for year_round_tax_accuracy notifications.

Use this table to see all the current notification types with a brief description on what the messaging will include, the contents of its resource array, what triggers it, whether it is actionable or not, whether it is payroll blocking, and whether it expires.

Category	Title	Message	Resource entity types	Trigger	Actionable	Action Item	Payroll Blocking	Resolves?	Expires?	Template Variables
year_round_tax_accuracy.distribute_final_1099_forms	Distribute 1099s before the IRS deadline	It’s time to distribute contractor tax forms.	none	Notification will be created in January, since 1099 forms must be distributed to contractors by January 31st.	yes	Distribute 1099 forms	no	no	yes - Expires on Feb 14, tax_year+1. So if tax year is 2024, then it expires Feb 14, 2025	None
year_round_tax_accuracy.distribute_final_w2_forms	Distribute W-2s before the IRS deadline	It’s time to distribute employee tax forms.	none	Notification will be created in January, since W-2 forms must be distributed to employees by January 31st.	yes	Distribute W2 forms	no	no	yes - Expires on Feb 14, tax_year+1. So if tax year is 2024, then it expires Feb 14, 2025	None
year_round_tax_accuracy.review_draft_1099s	Review and correct year-to-date 1099s as needed	Review contractors’ draft forms and make any necessary corrections before we finalize these. This helps avoid complicated corrections later.	none	Notification will be created in November, since finalized 1099 forms must be ready by December 31st.	yes	Review draft 1099 forms	no	no	yes - Expires on the 3rd day of the month following the end of a given quarter. For example if end of Q4 is April 30, then the expiry date is +1 month, +3 days, so May 3.	None
year_round_tax_accuracy.review_draft_w2s	Review and correct year-to-date W-2s as needed	Review employees’ draft forms and make any corrections before we finalize these. This helps avoid complicated corrections, penalties, or interest later.	none	Notification will be created in November, since finalized W-2 forms must be ready by December 31st.	yes	Review draft W2 forms	no	no	yes - Expires on the 3rd day of the month following the end of a given quarter. For example if end of Q4 is April 30, then the expiry date is +1 month, +3 days, so May 3.	None
year_round_tax_accuracy.review_special_compensation_for_w2s	Review and add any special compensation from %{year} for W-2s	To help us correctly generate W-2s, review common special compensation types (like NSOs, allocated tips, etc.) and add any relevant amounts.	none	Notification will be created in November/December, since finalized W-2 forms must be ready by December 31st.	yes	Review special compensation for W2s	no	no	yes - Expires on the 3rd day of the month following the end of a given quarter. For example if end of Q4 is April 30, then the expiry date is +1 month, +3 days, so May 3.	{year}