# Get Tax-Ready with Digits: 1099s, W-9s, & Year-End Prep

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### Store & Track W-9s in Vault

Keep all W-9s organized for year-end in [Vault](/business-documents/documents-overview.md).

### Upload W-9s to Vault

1. Go to **Vault**.
2. Click **Upload Document** (top right) and select the W-9 file.
3. (Optional) Add a description or tags that match your naming conventions.
4. Click **Save**.

{% hint style="info" %}
**Tip:** :sparkles:Digits auto-recognizes and names common W-9 formats.
{% endhint %}

### Filter and find W-9s fast

1. In **Vault**, open **Filters**.
2. Set **Document Type = W-9** (or **1099**) to list just the forms you need.
3. Use **Search** (vendor name) or **Sort** (newest first) to narrow results.

{% hint style="info" %}
**Tip:** Request W-9s once a vendor crosses your 1099 threshold. This minimizes year-end cleanup.
{% endhint %}

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### Share with the Tax Accountant

You can collaborate in two ways:

* [**Invite Your Team**](/my-business-account/managing-your-team.md)**:** Add your accountant as a no-cost user to view exports and documents directly.
* **Publish a Year-End Report:** Export or send a **PDF/web report** if they don’t need live access.

#### Need everything in Excel?

Go to **Accounting → Ledger →** **Download Financial Package**.\
Digits exports one Excel file for each report:

* Ledger
* Trial Balance
* Profit & Loss
* Balance Sheet
* Cash Flow Statement

All in a single click.

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### Need to Catch Up a Full Year—Fast?

If you’re behind on the books, you can still get tax-ready quickly:

1. **Connect what you can** (banks, payroll, payments). ✨ Digits begins categorizing instantly.
2. **Bulk import the rest** from CSV.
3. Use **Checklist** to review only items where the AI needs your confirmation.
4. **Reconcile → Review → Publish → Lock.**

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### **Frequently Asked Questions**

<details>

<summary>Does Digits file 1099s or tax returns?</summary>

No. Digits provides the **Taxes** workspace to evaluate eligibility and track W-9s. Use your preferred filing solution or CPA to file forms.

</details>

<details>

<summary>Can I lock the tax year after we file?</summary>

Yes. **Lock Periods** prevent edits once finalized.

</details>

<details>

<summary>What if I can’t connect to a bank?</summary>

Bulk import CSVs into **Ledger**, or upload bank statements (PDFs) to **Documents** to auto-convert them into CSVs for import.

</details>

<details>

<summary>What if I don’t have a CSV file for bank transactions?</summary>

No problem—upload the statement PDF to **Documents**, click the menu in the top-right corner, and choose **Export as CSV** to import directly into the Ledger.

</details>

***

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Got a question or feedback? Our team is all ears—come say hello!
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<p align="center"><a href="https://portal.usepylon.com/digits/forms/get-in-touch-with-digits-support" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
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