Quarter and Year-End Tools

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

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

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

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!

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

Practical Tips to Help You Prepare for the Annual Audit

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

Year end audit season is here–are you ready?