Before the ned of the year, you should check the name spelling of every employee, make sure addresses are correct and notify us to make updates if any are needed. Employees if using the My Patriot Portal can also access and update this information.
Please Verify:
✅ Name spelling
✅ Social Security Number
✅ Address accuracy
✅ Pay discrepancies
Notify us of any errors by December 31st to avoid correction fees.
Simply request an employee census and since it contains social security numbers, it will have to be sent over the Secure File Pro Portal. Make sure you can access that account properly. Click here and if not, please notify us.
We send official W-2s and 1099s via our Secure File Pro Portal. Please do not use your phone to log into Secure File Pro. Please use a laptop or desktop computer and have a printer ready. Please do not lose your regirstation info or your password. Encourage employees to sign up for My Patriot for electronic W-2 delivery—this saves time and reduces printing costs. Provide Fireside Tax with the employee name and email to check if registration has been completed yet or not, and to sign up if not.
Employers must ensure W-2s are postmarked by January 31st if not delivered electronically.
📌 My Patriot Employee Portal
To Process 1099s:
Please gather the necessary information (see template below) and submit it to us in early January.
Here is an excel template, Please download this zip file, extract the zip file, open and save the file as an .xlsx file with a new name like yourcompany_taxyear_1099s.xlsx
If you don’t have excel you can upload this sheet into Google Sheets and fill it out at no cost.
1099s should be postmarked by January 31st annually
Please make sure you have all of the 1099s that you need to file, if you find one later, you must cover the transmittal fee again!