Tax codes are complicated; selling tax forms shouldn’t be. Leading suppliers of the products offer questions distributors can ask end-users to keep the process simplified and the customers satisfied:
• What type of forms do you need (e.g., W-2s, 1099s or other types)? This will start the ball rolling.
• How many employees do you have—including seasonal staff and those who may have been terminated during the tax year? This will determine how many forms are needed.
• Which states are you reporting to? This will determine how many different parts are needed.
• How are you printing the forms? This will determine if the client needs laser, continuous or pressure-seal forms.
• What software are you using? This will determine which format should be used, such as 2up, 3up, 4up, etc.
• How many companies or EINs (Employer Tax ID Numbers) are you filing for? This will determine how many W-3 or 1096 forms are needed.
• How will you deliver forms to employees? This will help cross-sell envelopes.
Related story: Five Great Reasons to Love Tax Forms