June 2026: Mid-Year Reporting Check In

THE INSIDE SCOOP:

It's time for a mid-year cleanse! That's why we've refreshed the IOFM Insider with a streamlined design that puts the most relevant resources front and center, making it easy to find what matters.

Mid-year is also the perfect time to perform a data cleanse to avoid the year-end rush, run a spot-check on recent VMF changes, and measure where your team stands on KPIs. It’s a natural inflection point for cash flow conversations — bring that data to finance or treasury before mid-year close.

TOP NEWS:

The Work Isn’t Over: Getting Ahead of the
Next Information Reporting Cycle (Forms 1099 & 1042-S)

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AP KPIs Without the Noise: What to Measure & How to Show It

Resgiter on-demand now by clicking the image.

Tax Reporting Red Flags That Signal You Need To Clean Your Vendor Master File

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HEAR FROM THE EXPERTS:

QUESTION: Some of our vendors are submitting W-9s on a 2026 form. I only see the form as a draft on the IRS website. Can we allow the new form?

ANSWER: As of March 2, 2026, the official form to use for the W-9 is the one that says March 2024 in the upper-left corner. 

Join our community to read the full answer and explore our diverse library of Ask the Expert Q&As!

ASK A QUESTION

VENDOR MASTER FILE MASTER CLASS (2026 UPDATES):

Mid-year is a great time to polish your vendor data controls. Learn cutting-edge fraud prevention, global validation strategies, and best practices in IOFM’s Vendor Master File Master Class — now with videos bringing concepts to life!

SEE WHATS NEW

ADDITIONAL RESOURCES:

AP Excellence at the Halfway Point: Mid-Year KPIs, Benchmarks & What to Fix Before Year-End

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Mastering Cash Application: Best Practices for Treasury and Cash Management Professionals

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AP Leaders Solved for Speed. CFOs Want More.

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