1099 Tax Support implementation and timeline
Learn about implementation steps and timelines for doing e-delivery of your 1099 tax forms through an interface built by Stripe.
Starting the week of November 4, Stripe will begin outreach to your connected accounts. You can use the implementation checklist on this page to make sure that you’re ready to use e-delivery for the tax season.
| Action | Comments |
|---|---|
| Configure your platform tax settings for the tax year, including delivery settings to enable e-delivery and early collection of identity information for connected accounts. Learn more about e-delivery on Stripe Express and e-delivery with Connect embedded components. | Enabling e-delivery and collection of tax information triggers emails from Stripe to connected accounts starting in November. |
| Identify connected accounts that are missing email addresses and add them. | Stripe requires an email address for each of your connected accounts to confirm tax information and e-deliver tax forms. Use the Missing email address filter in the 1099 dashboard to see which accounts require you to add an email address. |
| Identify connected accounts that need updated tax information, and reach out to those accounts. | This is important to make sure you have good tax data at filing time. For more information, see Identifying 1099 forms that need attention. |
| Prep your support teams for tax season. | Grant the Tax Analyst role for anyone on your team that needs permissions to work with tax forms. For more information, see Teams and user roles. Also, create or update FAQs for internal support teams. |
| Review edge cases that aren’t eligible for e-delivery (Stripe can only paper deliver to these accounts). | Work with your team to review these edge cases. |
| Make sure your Connect branding settings are up to date. We use those icons, colors, and the business name for Stripe emails to connected accounts. | Go to the Connect settings page. In the Branding section, customize the name, color, and icon of your brand. Please use a 128x128 pixel icon. |
| Preview and test the outreach email from Stripe. | Go to the Emails page and preview the outreach email. You can send a test email. |
| Make sure that your support email address is up to date. We use it in the e-delivery consent dialog. | Go to your Account details page in the Dashboard and confirm the Support email for your platform in the Public business information section. |
| Prepare to notify your connected accounts to expect an email from Stripe before e-delivery begin. | In the 1099 Dashboard page, filter for accounts with a Pre-filing confirmation status of Sent to check who’s already been emailed. Send reminder emails to accounts who’ve already been sent pre-filing confirmation emails. Suggested timing: Once outreach to your connected accounts begins, we recommend a weekly cadence for sending reminder emails. You may choose to send another reminder email prior to filing and e-delivering of 1099 tax forms in late January. For more information, see Stripe communication timeline proposal. |
| Create a support article for your connected accounts to explain the tax timeline and your partnership with Stripe for taxes. | Example of a support article by DoorDash. To view some example FAQs, see Connected account FAQ template. |