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

Tax season doesn’t have to be stressful. Digits helps you stay organized and easily share everything your accountant needs—without the usual scramble.

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Store & Track W-9s in Vault

Keep all W-9s organized for year-end in Vault.

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.

Tip: ✨Digits auto-recognizes and names common W-9 formats.

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.

Tip: Request W-9s once a vendor crosses your 1099 threshold. This minimizes year-end cleanup.

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Share with the Tax Accountant

You can collaborate in two ways:

• Invite Your Team: 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

Does Digits file 1099s or tax returns?

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

Can I lock the tax year after we file?

Yes. Lock Periods prevent edits once finalized.

What if I can’t connect to a bank?

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

What if I don’t have a CSV file for bank transactions?

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.

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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