Please update your Tax Information to ensure you receive a 1099.



TABLE OF CONTENTS


Overview


What is a 1099?


Compensation of $600 USD or more within a calendar/tax year that is paid to United States (U.S.) non-employees must be reported to the Internal Revenue Service (IRS). The 1099 form is an income statement for this purpose.


Why did I receive an email notification about 1099 filing?


It is important that we collect up-to-date Tax Information for every payment recipient for whom we will file a 1099 Form.


The notifications we send are based on the Tax Information in your Worksuite profile. If you received a notification encouraging you to review the Tax Information in your profile:


* You have completed the Tax Information form and indicated that your tax filing country is United States, OR

* You have not yet completed the Tax Information form


***Important Note: Each country has unique income and tax reporting requirements that Worksuite and your client must meet. To ensure adherence to these requirements, in February 2023, it will become a requirement for all contractors -- not only those who file taxes in the United States -- to complete Tax Information in your Worksuite profile in order for us to process your payments.***


Completing the Tax Information form in Worksuite will both ensure you continue to be payable and avoid any further 1099-related notifications if your tax filing country is other than United States.


See below for how to access the Tax Information form in Worksuite.


I am a U.S. citizen living abroad. Do I need to file taxes in the U.S.?


Yes, if you are a U.S. citizen or a resident alien living outside the U.S., your worldwide income is subject to U.S. income tax, regardless of where you live.


Beyond this statement (which is available with additional information on the IRS website), Worksuite is unable to offer tax guidance. Please consult with a tax professional regarding whether and how you will file.


Unless you are certain you will not file U.S. income tax, please ensure your Worksuite profile’s Tax Information is up to date.


I am a non-U.S. citizen receiving compensation from a U.S. company. Do I need to file taxes in the U.S.?


Worksuite is unable to offer tax guidance. That said, non-U.S. citizens are not required to file taxes in the U.S. For any further questions, please consult with a local tax professional regarding whether and how you will file.


What type of 1099 filing do you submit?


We file Form 1099-NEC for all payments.


What are the stages of the process?


  • In mid-November, we request you to review and update the Tax Information in your Worksuite profile.


  • In early December and mid- to late December, we send you an additional reminder and a final notice.


  • No later than January 31, we complete the filings to the IRS in bulk, with a copy sent to the email address associated with your Worksuite profile.


  • Through April 15 (and likely beyond), we support you with any corrected filings that may be required.


Your Tax Information


Do I need to update my Tax Information in Worksuite if I already completed a W-9?


Yes! While the collection of the W-9 form is important for your client, Worksuite sources the 1099 filing information from data fields in your Tax Information rather than parsing the W-9 PDF documents.


Note that you may optionally use "Generate W-9" from your Tax Information to automatically store a W-9 form in the Documents tab of your profile.


How do I review/update my Tax Information?


Please log in to your Worksuite profile. From your avatar at lower left (either initials or profile photo), navigate to Settings and then Tax Information. A separate Help Center article is here.


I had a change of tax entity this year. Will you file multiple 1099s?


Please submit a support request via our Help Center so we may take note of your tax entity change as a filing exception.


Profile Access


I have forgotten my Worksuite profile username and/or password. How do I log in?


If you no longer have your registration email, please click here to generate a secure login.


Please refer to these instructions to update your profile’s email address and/or password.


Neither password reset nor the login link are allowing me access to my profile.


Please reach out to your client directly for assistance.


I've stopped working with the client. Will you still file a 1099 for me?


Yes, as long as the total income in Worksuite invoices exceeds the $600 USD filing threshold in a tax year, we will file a 1099 Form, even if you are no longer active in the platform.


Payments


Which payments are included in 1099 filings?


  • You have indicated in the Tax Information section of your Worksuite profile that you file taxes in the United States (residence may be abroad)

  • Invoices were processed on or before December 30, 2022, the final pay run batch of the tax year

  • The sum of the invoices processed in 2022 is $600 USD or more



At this time, we do not exclude 1099 filings based on the Federal Tax Classification indicated in the freelancer's Tax Information.


Our 1099-NEC issuance for payments to a C- or S-Corp can serve as a reference for compensation and may be disregarded for IRS purposes.


Beginning with the 2023 tax year, we will only file 1099s for:

  • Individual / Sole Proprietor
  • Single-member LLC
  • Partnership
  • LLC Partnership

I was paid less than $600 USD. Can I still receive a 1099?


Please contact your client for support as Worksuite only files for recipients who have been paid at least $600 USD.


Filing Process


When are 1099s filed?


No later than January 31 of each year for the previous tax year.


How are 1099s filed?


We e-file with the IRS through our third-party partner, Tax1099.com.


How do I receive a copy?


At the time of filing, an email is sent from Tax1099.com to the email address associated with your Worksuite profile, with instructions to access and download your electronic copy.


Note that copies are not sent via postal mail or uploaded to your Worksuite profile.


I received an email from Tax1099.com -- is this legitimate?


Yes, Tax1099.com is our 1099 filing partner.


I am not able to access the emailed copy.


To protect your sensitive filing data, the electronic copy you receive is encrypted. Please refer to Tax1099.com’s detailed instructions to access the encrypted file.


Some key things to note there are:

* Focus on the name after "Dear..." in the email you received from Tax1099
* Use all lowercase
* Refer to the TIN in the Tax Information section of your Worksuite profile
* If you try the first 4 letters of your first name and the last 4 digits of your SSN and this does not work, then try the first 4 letters of your last name and the last 4 digits of your SSN

How do I request a correction for my 1099?


The first step is making sure you update your TAX Form to show the right information you want in your 2022 1099.


Then you can submit a support request for our team to assist you in a timely manner.


Please also know that if your Tax Identification Number and compensation total are accurate, a corrected 1099 is not required – Keep in mind that the address is only used for delivery purposes.


I did not receive an emailed copy of my 1099.

Please refer to your Worksuite profile and confirm:

  • Your invoices total $600 USD or more

  • The Tax Information section of your profile was complete by December 31, 2022

Please search your email client for email(s) from noreply@tax1099.com as we have found they can be filtered, archived, or trashed inadvertently.

If you meet the criteria and there are no emails in Spam, etc., please reach out to your client to request your filed copy.

If you completed your Tax Information after the filing deadline of January 31, 2023, and now need a 1099 to be filed for your income of $600 USD or more, please submit a support request via our Help Center, and we will be happy to assist.


I still have questions!


How can we contact you for additional assistance?


Please submit a support request via our Help Center, and we’ll be happy to assist.