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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 Documents

Keep all W-9s organized for year-end in the Documents tab.

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Upload W-9s to Documents

  1. Go to Documents.

  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.

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

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Filter and find W-9s fast

  1. In Documents, 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.

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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.

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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 Inbox to review only items where the AI needs your confirmation.

  4. Reconcile → Review → Publish → Lock.

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Frequently Asked Questions

chevron-rightDoes Digits file 1099s or tax returns?hashtag

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

chevron-rightCan I lock the tax year after we file?hashtag

Yes. Lock Periods prevent edits once finalized.

chevron-rightWhat if I can’t connect to a bank?hashtag

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

chevron-rightWhat if I don’t have a CSV file for bank transactions?hashtag

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.

Need help? Contact us at [email protected]envelope