This will show how to set up and record all 1099’s in stripe every January

​Emoji :blue_book: Instructions

These are instructions and here is the stripe help page to reference https://docs.stripe.com/connect/modify-tax-forms?method=csv#change-the-type-of-1099-form

1. Go https://dashboard.stripe.com/connect/taxes/forms/1099kdraft_1QYb4DEg2aESi8KNyAwAsb6J

2. You will have to go through multiple steps, which I did and lost the confluence article so make better notes next year

   1. Select that we are doing 1099k

   2. We are not a processer but a distributor

   3. there are more

3. Once you get done getting everything ready before you file get a dev to run a csv list of all driver and restaurant accounts or non-MAIN CLIENTS

   1. here is the sheet from 2024 https://docs.google.com/spreadsheets/d/1vYMgz62rkeurpipG4onXMYB3lErKsz4u6GvH_W0TN6Y/edit?gid=2090622934#gid=2090622934

   2. You will need to copy and edit

      1. Leave account numbers but change header to stripe_account_id

      2. Then add column b as form_type header and nec under all

      3. final result https://docs.google.com/spreadsheets/d/1_Trd2WnCVHjJG5H5angmFJnp7eKAXPLJK3tL57t6g_o/edit?gid=2090622934#gid=2090622934

4. Go to stripe to change from 1099 to nec (https://docs.stripe.com/connect/modify-tax-forms?method=csv#change-the-type-of-1099-form )

   1. https://dashboard.stripe.com/connect/taxes/forms/1099kdraft_1QYb4DEg2aESi8KNyAwAsb6J

   2. Find example accounts that need to change like a driver and resto then also find a main account that should remain. so you can spot check after

   3. Click Import

   4. Select k

   5. Select Update

   6. Then upload the test file for testing make sure all works then do the main file

5. Wait a few hours then check that all worked using ai

6. Once complete assign this to a dev https://deliverlogic.atlassian.net/wiki/spaces/DG/pages/2383937537 to display on RDSLOGIC backend.

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