Ihr Einstieg in die Steuerberichterstattung

Stripe bietet Funktionen und ein Dashboard für die Steuerberichterstattung an, um Plattformen bei der Einhaltung ihrer Verpflichtung zur Steuerberichterstattung zu unterstützen.

Melden Sie sich bei Ihrem Stripe-Konto an und verwenden Sie die Ansicht Steuerberichterstattung im Dashboard, um 1099-Steuerformulare für Ihre verbundenen Konten zu erstellen, zu ändern, einzureichen und zu übermitteln. Wenn Sie ein Team verwenden, haben nur Teammitglieder mit der Nutzerrolle „Steueranalyst“ oder „Administrator“ Zugriff auf alle Steuerfunktionen.

Checkliste für die Steuersaison 2024

Dieser Leitfaden hilft Ihnen, sich auf die Steuersaison vorzubereiten.

Set tax form default settings

To configure the settings for tax forms in your account you must log in as the account owner. If you use a team, any user that has the Administrator user role for your account can configure settings. To get started with generating your tax forms for 2024, open the Tax reporting page of the Dashboard, and then click Get started.

Choose the default tax form to generate for your connected accounts, the calculation method to use for your tax form totals, the type of filer for your business, and the kind of transactions you process. We recommend that you use a tax advisor to determine which options are right for your business. You can change almost all tax form settings at any time for the forms that you haven’t filed.

Select a form type

Select tax calculation

Select type of filer

Select types of transactions processed

Next, confirm the business information that displays as the Payer details on all of your tax forms. Make any necessary changes, then click Continue.

Next, add state registration or withholding IDs for the states you plan to file with. You can enter these at any time in the future through tax form settings. If you intend to file in either Delaware and Pennsylvania, include your state IDs during this step to prevent possible rejection of your filings.

The next step involves choosing your delivery preferences to meet IRS obligations around delivering 1099 forms to payees. We offer two forms of delivery:

• E-delivery through an interface built by Stripe: Owners of eligible connected accounts receive an electronic copy of the 1099 form through their Stripe interface. If the connected account previously did not have access to a Stripe interface, the Stripe Express Dashboard or Stripe Embedded Components may be used. Stripe sends an email invite to the connected account owners to confirm their tax details, collect their consent, and provide access to the electronic copy of the form. Read more about how e-delivery works.

• Paper delivery through postal mail: Stripe delivers the 1099 forms to the owners of eligible connected accounts through postal mail based on the address on the tax form. If e-delivery is enabled, but the connected account hasn’t provided e-delivery consent at the time of filing, we fall back on postal delivery to meet IRS obligations.

As a final step, you can view a summary of your tax form settings to confirm your choices. After you confirm your settings, the tax forms dashboard opens, where you can view all of your tax forms for 2024.

View and filter tax forms

You can view all of the tax forms for your connected account using the Tax reporting dashboard. Click the appropriate tab to filter the forms displayed. To display the State filing status, Federal filing status, or Delivery filing status instead of Overall filing status, click the gear icon to the right of the column heading and select the status to display.

You can apply any of the existing filters to limit the results to only those records that match the filter criteria. For example, to display only records for a specific payee, choose the Payee name filter and then enter all or part of a name to match. The records displayed include only the records for payees with Payee names that match the string you used for the filter.

You can use the following filters to display tax forms:

Understand tax form status

Stripe automatically calculates the overall status for each tax form, and allows you to apply filing requirements for each form as appropriate. The filing requirement appears as a visual indicator in the tax form status. You can view the status for both State and Federal tax forms.

Understand tax form TIN status

Platforms need valid TINs on the tax forms to ensure that the IRS and/or state accepts the forms, and Stripe displays the status of the TIN in the Tax Form Editor as follows:

Understand tax form delivery status

Stripe sends your tax forms using the delivery method you set for your account, either mail or e-delivery. The Tax reporting page shows the delivery status for your tax forms. The following table describes each possible delivery status.

Updating tax forms

You can Update 1099 tax forms for the current year and choose whether or not to include tax identification numbers (TIN).