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Wednesday, February 14th

4:30 PM – 5:00 PM ET

This Month’s Focus

Review Year-End Tasks for February 2024

February is just around the corner!  During our upcoming Education Express session, Brendan Lindsey and Kasey Olchowski will detail Year-End topics including:

  • How to find a member’s December 2023 Statement if Sub-1099s were requested.
  • Enhancement products available with the Imaging Solutions Team to add Tax Forms to the vault.
  • Common Year-End questions after January, such as how to regenerate a tax form for a member.

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