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Quarter and Year-End Tools

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Cover Letter - ESPP Tax Report
Nov 24,2009

Cover letter for a report ESPP transactions distributed to participantes for tax purposes

Year End Checklist: 5 Things to Add
Dec 05,2019
Jennifer Namazi

5 things you'll want to make sure are on your year-end stock plan administration checklist.

Year-End Resources for Administrators and Participants
Nov 21,2019
Jennifer Namazi

Valuable resources to help both administrators and participants navigate through year-end.

Excel Tips to Change Your Life: Index/Match
Apr 04,2019
Elizabeth Dodge, Equity Plan Solutions

A guest blog by Elizabeth Dodge of Equity Plan Solutions explains why Index/Match is a better solution for looking up data in Excel than VLookup and explains how to use it. Your Excel spreadsheets (and possibly your life) will never be the same!

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Sample Documents

Form W-2 Reporting Checklist for Stock Compensation
Oct 28,2018

A checklist of income that should be reported on Form W-2 for various stock plan transactions.

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Ready or Not, Here Comes the Annual Audit!
Nov 05,2019

Practical Tips to Help You Prepare for the Annual Audit

Annual Tax Reporting Webcast
Dec 01,2015

Everything you need to know about U.S. year-end tax reporting!


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The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


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