1099 Tax Reporting embedded components walkthrough
Manage 1099 Tax forms for connected accounts using embedded components.
This page outlines an example of the typical product flow that your connected accounts can encounter when you, as the platform, have implemented Connect embedded components. This is useful for you and your support teams to understand the overall user journey of your connected accounts. If you have any questions, contact Stripe Support.
Note
Tax reporting features are not currently visible in the embedded components. You can access them later during Tax Season 2024, ahead of relevant milestones as noted below. This page gives a preview of the user experience.
Connect embedded components 
You can give your connected accounts access to components for managing tax information and receiving 1099s electronically, all embedded within your platform. To do this, integrate and configure Connect embedded components and enable e-delivery.
Stripe can send pre-filing confirmation emails to collect tax information and paperless delivery consent directly from your connected accounts. We’ll email your eligible connected accounts starting the week of November 4. You can select this option when you configure your tax form settings.
1099 tax reporting lifecycle
The following sections describe what the process looks like after Connect embedded components are set up and e-delivery is enabled.
Your connected account receives a pre-filing confirmation email from Stripe
Your connected account receives an email from Stripe asking them to confirm their tax information and update their delivery preferences. The subject line reads ‘Get your [Platform_Name] 2024 tax forms faster by enabling e-delivery.’
Pre-filing confirmation email from Stripe
Your connected account is directed to your platform
Note
Currently, your users can’t see the paperless delivery consent option in the Account Management component. The option will be visible before the pre-filing confirmation process starts.
During pre-filing confirmation, your connected account is directed to the Account Management embedded component, where they can confirm their account information and agree to paperless delivery of their 1099 tax form. They can also edit information other than tax information in the Account Management component.
The Account Management embedded component
Your accounts could get blocked if you’ve applied 1099 capabilities and the connected account updates their value to a name and TIN combination that doesn’t match against IRS records. Similarly, if Stripe is unable to complete KYC requirements on them based on the information they provided, their account payouts are blocked until they correct their information.
Connected account owners agree to paperless delivery
When your connected account edits their tax form delivery method, they can agree to paperless delivery.
The dialog to consent to paperless delivery of tax forms.
Currently, connected accounts can’t request a paper copy in addition to the e-delivery of the tax form.
Your connected account receives the e-delivery email from Stripe
After you file 1099 tax forms in your platform’s Stripe Dashboard, your connected account receives an email from Stripe to view their tax form electronically. The subject line reads “Your [Platform_Name] 1099 tax form is ready.”
Connected accounts download their tax forms
Note
Currently, your users can’t see 1099 forms in the Documents component. Past forms will be visible ahead of 1099 tax form filing in January 2025, and new forms will appear once they are filed.
Your connected account can download their form after your platform makes it available through the Documents Embedded Component. Tax invoices and other documents are also available through this component.
The Documents embedded component where payees can download their 1099 tax forms.
Most connected accounts are prompted to enter the last four digits of the TIN on their 1099 tax form before being able to download a copy of the form.