End of Year

Renewal Fee

• Locating a Vested Agent Not Responding (Annual Associate Renewal Billing)

Tech and Accounting Updates

• Print and Distribute Profit Share Statements and Critical EOY Reports
• Preparing for Final Year End Transmittal - End of Year Update in WinMORE
• Create the New Year AccountEdge Company File (US & Quebec)

Awards

• Non-KW Production for Awards and Real Trends Reporting
• Data Verification for Real Trends Reporting
• Awards - Recognizing Associates for Achievements Monthly
• Print Award Verification Reports (US and Canada)
• WinMORE End of Year Update
• Real Trends Rankings FAQs

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Annual Associate Renewal Fee

• Annual Associate Renewal Fee (U.S. and Canada)

1099s

• Verify Associate and Company TINs for 1099/T4As
• Sovos (Convey) Login/Password Assistance
• VR Agent Login to KW Intranet to Retrieve PS 1099 and View PS Reports
• End of Year - EOY - Preparation
• Corrections in WinMORE and Accounting Entries
• IRS Form 1099

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