Log in to your Stripe account and use the Tax forms view in the Dashboard to create, modify, file, and deliver 1099 tax forms for your connected accounts. Any team member on your account with the Tax Analyst or Administrator role has full access to features in this view.
First time setup
A team member with the Administrator role must configure the tax form defaults the first time. To configure the defaults, visit the Tax forms view and click Set tax form defaults.
After you set the tax form defaults, you can assign appropriate team members to the Tax Analyst role.
View and filter tax forms
The tabs on the Tax forms dashboard allow you to view all tax forms for your connected accounts, tax forms that require attention, tax forms that are ready to file, and filed tax forms.
You can narrow down the number of results using the following filters:
|Type||Type of tax form: 1099-K, 1099-MISC, or 1099-NEC|
|Status||Status of the tax form: Will not file, Needs attention, Ready, Filing, Accepted, or Rejected|
|Stripe merchant ID||Tax forms for the specified merchant ID|
|Payee state||Tax forms for the payee’s state|
|YTD volume||Tax forms with the specified year-to-date volume|
Understand the tax form status
Stripe automatically calculates the overall status for each tax form, and allows you to apply filing requirements for finer control over the tax forms. The filing requirement appears as a visual indicator in the tax form status.
|Will not file||The tax form is below the IRS threshold and won’t be filed.||Most tax forms don’t require further action. If you determine the tax form should be filed (e.g., if there is withholding), you can specify a filing requirement using CSV import.|
|Needs attention||The tax form is above the IRS threshold, but requires additional information before filing.||Most tax forms require additional information before filing. Provide this information using CSV import or on the connected account. If you determine the tax form shouldn’t be filed or you want to file with incomplete information, you can specify a filing requirement using CSV import.|
|Ready||The tax form is above the IRS threshold and ready to file.||File most tax forms. If you determine the tax form shouldn’t be filed, you can specify a filing requirement using CSV import.|
|Filing||The tax form was sent to the IRS, but the IRS hasn’t accepted it yet.||No further action required.|
|Accepted||The IRS accepted the tax form.||No further action required.|
|Rejected||The IRS rejected the tax form.||Contact Stripe support for help.|
Export tax forms
You can export 1099 forms for the current year and choose whether or not to include tax identification numbers (TIN) in the CSV file. When the exported file is ready, you can download the CSV file on the Exports & imports tab.