Tax Forms Webinar
As the calendar year draws to a close it’s time to run and submit tax forms. To make this process easier, we’re offering a free Tax Forms webinar on Thursday, January 8 at 10:00 AM CT. We’ll review how to run tax forms like W-2s and 1099s, highlight helpful features like e-filing, outline common pitfalls, and review frequent questions.
This webinar is intended for SchoolInsight Financials users who are responsible for tax forms.
The webinar is free. Pre-registration is required using the link below.
https://us06web.zoom.us/webinar/register/WN_CDfFi6M1RgGNhg36dFsvUg#/registration
All times are in the Central Time Zone.
*If you don’t handle tax forms, feel free to forward this message to other admin in your organization.
Be Ready for 2026
We would also like to remind you about a few tasks that you will need to complete in December and January.
If you have any employees enrolled in a 403(b) or 457(b) retirement plan, you will need to roll over their enrollments:
For schools in Illinois: You should have received your 2026 IMRF benefit contribution rates by now. See this KB article for instructions on where to find the new rates and how to update SchoolInsight before your first 2026 payroll run:
As the Q4 941s come due, remember to pay careful attention to any balances due or overpayments on the federal 941. If there is ANY balance due or overpayment, please email us at [email protected] for assistance (even if it’s a small amount). For more information about due dates and solving common problems, see the KB article below:
Finally, all 2026 tax forms are now available on our website, so you can begin work on them as soon as you have finalized your last payroll runs.
Happy holidays!
The SchoolInsight Financials Team