Emails and then back on printable 1099's and red data overlay forms. Texting back and forth with Steve, Cory, and Shari O. about 1099 tax forms. Came up with a plan. Phone call with Will to help him with some questions on options for uploading images for customer websites. On the 1099's, we decided to not do the red magnetic ink forms this year. We pointed the users to file those online. We only have the printable black and white W-2's and 1099's on our site this year.

Nice work session with Shannon. We were working on the SWOT analysis report and document. We are currently working in the opportunities section. Spent time talking about recording notes for the sections on pricing, getting outside funding, and marketing ideas. See attached for our progress. It's still pretty rough, but making progress. Our current goal is to capture the ideas, flavor, and concepts. We'll refine it later on.

Meeting with Russell. We spent some time doing some training on JQuery and AJAX type interactions. We were building a small report that shows a list of banks. When you click on the banks, we are going to pull up the deposit counts and total deposit dollar value. We will eventually also pull up the last 10 deposits and then show more as you scroll down (continues data feed, based on page scroll position).

Testing and debugging on the fly. Slowly building the pages up. My sample files are in the extras folder on my local box.

Working on the payroll and yearend forms for tax year 2023. Spent quite a bit of time working on the new form 1096. This is just a data overlay (on top of a preprinted and red magnetic ink form). Lots of printing, testing, and micro tweaks to get the form fields to line up. The 1096 has a bunch of little checkboxes that have to be in the correct spots. Finished things up and pushed up code.

Merging in and pushing up new tax forms for the 1096 forms. Recording notes from the day.