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From An Accounts Payable Perspective: A Step-by-Step Approach to Distribute 1099/1042's and File On Time For Tax Year 2025

  • Live Date:  Thursday, January 8, 2026
  • Time:  2:00 pm - 4:00 pm ET 
  • On-Demand Access:  Within 24 Hours
  • Trainer: Debra R Richardson, MBA, CFE, APPM, APM, CPRS
  • IOFM CEUs: 2   ACFE CPEs:  2

session description

Where Accounts Payable Teams are responsible for distributing forms and the tax filing for reportable income on the IRS 1099-MISC and 1099-NEC and 1042-S forms. Each year the IRS announces changes to the 1099 and 1042 reporting requirements which affect due diligence and other processes within the Accounts Payable function. Learn a step-by-step process to determine what vendors are reportable and on what form through to printing and distributing forms and the IRS tax filing by each deadline. This workshop will be from the Accounts Payable Practitioner perspective to prepare for Tax Year 2025. 

Note: This training is not to be interpreted as tax or legal advice. The context is from the AP - Vendor team perspective when they handle 1099-MISC, 1099-NEC or 1042-S reporting. 

After this session participants will be able to:
  1. Understand the differences between the 1099-MISC, 1099-NEC and 1042-S forms
  2. Identify which payments are reportable and on what form, the 1099-MISC, 1099-NEC or 1042-S
  3. Know the deadline dates for recipient forms distribution, IRS tax filing and the process to request extensions
  4. Identify the requirements and options for e-filing for those that are now required due to the regulation change
  5. Implement a plan to distribute recipient forms to vendors on time and the related IRS tax filing
  6. Know how to handle returned recipient forms and vendor inquiries   


To enroll in this training session:
1. Click the "PURCHASE" or "ACCESS" button above.
2. Attend Live - December 2, 2025: Click the link in the first section to register separately for the live training session(s).
3. Attend Live - January 8, 2026:  Click the link in the first section to attend on the live date and time or add it to your calendar.
4. Watch On-Demand: Access the recording and handouts sections.

Additional Information

  • Session Recording:  On-demand recordings will be available within 24 hours of the live session.  The last recorded session will remain available until the next live session recording replaces it. 
  • IOFM CEU Credit(s) is (are) earned for live, in-person or recorded sessions after the successful completion of the exam.
  • ACFE CPE Participant Credit(s) is (are) earned for live or in-person after the successful completion of the exam.
  • ACFE CPE Self-study Credit(s) is (are) earned for or recorded sessions after the successful completion of the exam. 
  • Session Access:  Access is available for one year from original enrollment date, or at the expiration of a Training Pass membership.
  • Prerequisites:  None
  • Who Should Attend:  This training session is for employees performing or managing the vendor setup and maintenance process.  This includes 1099-MISC/NEC or 1042-S tax reporting, adding and updating vendor records, as well as responding to vendor inquiries regarding vendor data included on the vendor record. 
  • Advanced Preparation:  None
  • Program Level:  Beginner
  • Delivery Method:  Group Internet,  Self-Study,  In-Person
  • Field of Study:  Accounts Payable, Procure-to-Pay, Production, Fraud Prevention and Deterrence
  • Live Attendance:  All students attending live sessions must log on within the first 20 minutes.  Debra R Richardson LLC reserves the right to end any scheduled live training session after 20 minutes if no registered students have logged into the session.
  • Refunds and Cancellations:  Requests for refunds must be received in writing.  A full refund is available for any training session not attended or recording not viewed.  Rescheduling to a future session is available at no cost up to one year after the original purchase.  Vendor Process Training Pass Members will not be subject to a refund nor a cancellation fee as this session is included in the cost of the training pass, and the member will have access until the expiration date of the training pass. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 313-572-1598.

  • Download:  PDF of the Presentation
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Debra R Richardson is as Certified Fraud Examiner (CFE) through the Association of Certified Fraud Examiners (ACFE) and offers training to other CFEs.  CFEs can earn both Participant Credit(s) and Self-Study Credits.  Trainings offered fall under one of two categories acceptable by the ACFE:  1) ACFE Category > Fraud Prevention and Deterrence; and/or 2) NASBA Recognized Category> Production. 

Earned ACFE CPE Credits:  1
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Debra R Richardson LLC is registered with IOFM as a sponsor of continuing education credit for any Accounts Payable or Procure-to-Pay Certification. These Certifications are designed to establish standards for the profession and recognize accounts payable and procure-to-pay professionals who, by possessing related work experience and passing a comprehensive exam, have met stringent requirements for mastering the financial operations body of knowledge. IOFM holds final authority on the acceptance of individual courses.

Earned IOFM CEUs: 1

 session content

Trainer

Debra R Richardson, MBA, CFE, APM, APPM, CPRS

With over 20 years at Fortune 500 companies including Verizon, General Motors, and Aramark, she trains you and your team with the authentication techniques, internal controls, best practices and vendor validations to avoid fraud, fines and bad vendor data. 

A Certified Fraud Examiner (CFE), Debra has extensive experience with many of the most prevalent ERPs, including SAP, PeopleSoft, NetSuite, Intacct and Munis, and have helped those in the private or public sector prevent internal and external fraud.

She serves on the NACHA ACH Network Advisory Board, is the Ask The Expert for vendor master file questions with IOFM, is the Chapter President for the Central Atlantic Region IOFM Chapter, and was named one of the Top 10 AP Influencers three years by the AP Association.  

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