Hi there,

If you're new here, welcome! We use this email to keep our community in the loop on everything we’re building to support you.

Here’s quick reminder to collect all your merchant tax documents in one place to simplify 1099 prep!

Here’s how to get this done in under a minute:

  • Head to bill pay > manage merchants to see everyone you paid this year

  • Quickly check who needs to submit tax docs (if you spent over $600 with them)

  • Request missing info: click a button to send the merchant an email with a secure link to upload their tax details

  • Verify vendor addresses, banking info, and details before the end of the year.

-Amrit

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