#5 Tax Year 2025: Validate & Approve Tax Form Production
Follow these steps to validate and approve tax form production after submitting your organization's tax year 2025 Form 1099/5498 data to Superior and working through any applicable errors.
Coming soon: Training module will be updated to reference the 2026 tax reporting season, but this module/guide from the previous tax season can be viewed to familiarize your organization with the general process.
Click HERE to view the training module.
You can also access a printable handout for taking notes HERE.
REVIEW NEXT TAX REPORTING STEPS (IF APPLICABLE):
#6: Submit Tax Form Corrections (If Applicable)
#7: Download Electronic Tax Forms (If Applicable)
#8: Retrieve 1099 State Tax Files (For State Reconciliation If Applicable)