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Session 9: A Review of Year-End Taxes in Track

Wednesday, January 7, 2026 at 2 PM CT

As tax season approaches, having accurate reports and owner-ready documentation is critical. In this webinar, JR Bertram will walk through how to confidently prepare and distribute year-end tax reports and forms directly from Track.

This session is designed to help operators understand which reports matter, how to generate them correctly, and how to deliver clear, complete information to owners so they can successfully file their taxes. Attendees will also gain insight into common pitfalls to avoid and best practices for staying organized during one of the busiest times of year.

What you’ll learn:

• Key year-end reports available in Track
• How to generate and review owner tax documentation
• Best practices for sending reports and forms to owners
• Tips to stay organized and prepared throughout tax season

Whether you’re finalizing your books or supporting owners with their filings, this session will help ensure you are ready for a smooth and confident year-end tax process. 

Register now!

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