IntroAll - Tax Season 2026 - ACW Worksheets Annual Worksheet Tax Year 2025 - Page 1 of 3

Sep 19, 2026

Tax Season 2026 instructions explain payment methods, credit card surcharges, and key processing rules for completing tax returns. It covers changes for the year, W2 guidance for 2025, required worksheet fields (ACW pages), and limitations on accepting new clients. It also specifies 1099-NEC timing, new form charges, document download practices, identity protection PIN and Form 1095-A priorities, and how to submit tax documents and requested information securely.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages9

Reading Time3 min

AccessFree to download

Tax season payment and submission rules

Payment methods and credit card charges

Year-specific changes and W2 guidance (2025)

Client intake policy and dependency rules

1099-NEC timing and form deadlines

Required forms and worksheet completion

New forms and cost expectations

ACW page instructions and code handling

Priority items to avoid being missed

Document retrieval and communication requirements

Downloading forms not always mailed

E-mail information formatting (no photos)

Phone contact and drop-off instructions

OK,here we go!Welcome to tax season 2026. 1)Fee Collect is no longer an option.Theservice was discontinued.Tax prep fees aredue when the return is signed.Either cash,checks,credit cards,Paypal,Venmo and Zelle.Any transaction based on a credit card carriesa 2.5%additional charge (my cost)as well. 2)There are changes this year (ex:overtimebeing exempt from taxes)that do not seem tohave any reporting requirements.The W2 for 2025 is unchanged from 2024.It MAY be reported in box 14(code TT).EXAMPLE:Pay rate $30,Overtime rate $45,100 hours of overtime worked.Total overtime pay is$1500((45-30)*100).Get this one right.Please complete ACW Page 2 Items 20,21,and 22(Overtime,Car Interest and Tips)as necessary.No number,no deduction. 3)No new clients EXCEPT family members -and by this I mean people whose returnmight affect yours(dependents,spouses,etc).Not simply someone related to you. 4)If you need me to issue 1099-NEC's to your contractors,or you need a 1099-NECissued to you to prove income,please give me this information before January 25th.The forms are due to the IRS on January 31st and late forms are regarded as suspect. 5)I am not raising general rates this year,but there are NEW forms that have neverexisted before that I will charge for(ex:Schedule 1-A,and a more complex Form8867).Nothing changes if these new or revised forms do not apply to you. 6)Once you have your tax documents 100%ready,send them to me right away.Please do NOT wait!I will start preparing 2025 tax returns on January 13th,2026. 7)Some tax forms(1098-T Tuition,1095-A Subsidized Health Care,BrokerageStatements for Stock Sales)are not always mailed (on time)and best downloaded.Take the initiative,get the form,don't wait for it to find you. 8)If you have anything in box 10 of your W-2,or a code"W"on box 12,PLEASEcomplete the info on ACW page 1 (items 7 and 8)that is associated with these codes. Accounting,Real Estate and Tax Services 9)ACW Page 1 Item 2 -it's "county"”,NOT"country".Do NOT put "USA”巴 10)The law regarding the reporting of minimal on-line payments(PayPal,Venmo,Zelle,etc)is now RESCINDED.Sell your toys,collectibles,leftover turkey andunwanted relatives on Mercari and E-Bay without any tax implications.Hooray! 11)If I ask you to send me specific information via e-mail,please type the requestedinformation (actual text).Do NOT send me pictures of receipts or documents.I preferto cut and paste numbers to maintain 100%accuracy.Not possible with pictures. 12)My phone(510)5838035 is the most stable,reliable form of phone -a land line.PLEASE do not send text messages,I will not get them. 13)Dropping off your tax forms?OPEN all forms,envelopes,UNFOLD everything,and place in a large envelope before depositing in my drop box.PRETTY PLEASE. 14)The fill-in PDF worksheets are designed to maximize the font size for easyreadability.Apple devices seem to minimize the font size.Please fix this before yousend me the document.If it is so small I cannot read it,it is useless. 15)TOP THREE MISSED ITEMS -Identity Protection PIN numbers (IRS mails theseevery year to anyone who requested them)and Form 1095-A(subsidized healthinsurance).If you applied for this coverage it's easiest to download the form.Form1098-T(Tuition Expense)is usually not mailed and should be downloaded also.Icannot retrieve these items for you,not tell you how to get them. 16)If you need an extension,you must e-mail me the request.I do tax returns untilJuly 15th,and then(with rare exceptions)I am done.I am all about refereeing soccerafter tax season and do not want to come home and do tax returns after my matches. 17)I need you to use my worksheets -I don't do tax returns from information on post-it notes.Every worksheet is available on the web site.If it does not apply to you.leave it blank.Writing in a bunch of"zeros"in fields that should be left empty justdistracts me from the actual numbers in the fields that ARE important. 18)Dependent Income is NOT your income

FAQs

What payment methods are accepted, and what additional charge applies to credit cards?

Accepted methods include cash, checks, credit cards, PayPal, Venmo, and Zelle. Any transaction based on a credit card carries a 2.5% additional charge.

What are the key deadline rules for 1099-NEC forms?

Information needed to issue or obtain 1099-NEC forms must be provided before January 25th. The forms are due to the IRS on January 31st, and late forms are regarded as suspect.

Which items are the top ones commonly missed and how should they be handled?

Top missed items are Identity Protection PIN numbers and Form 1095-A. The guidance is to download Form 1095-A if requested coverage was applied for, and to download Form 1098-T as well when it is not mailed.

Sep 19, 2026

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