In this release, we've added an option to access electronic versions of your 1099-K tax form under the Tax Forms tab in the Applied Pay Portal. If your organization has met the threshold for 2022, 1099-K Forms need to be filed for sub-merchants with a gross processed volume equal to, or more than, 600.00 USD annually.


Payment settlement entities, like Applied Pay, are required to file a 1099-K tax form with the Internal Revenue Service (IRS) for any US-based entity (merchant or sub-merchant) that has crossed the processed volume threshold set by US tax authorities, or to which they pay out directly. 


In this article we cover the steps on how to download the 1099-K Form for your Applied Pay account.


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How to Download 1099-K Forms


To download the form, navigate to the Applied Pay Portal by hovering over the Connect Marketplace icon and then clicking on My Integrations. This will navigate you to the list of your account's enabled integrations.




Click on the Actions icon next to Applied Pay. Then, click View. This will navigate you to the Applied Pay Connect information page.



Once on the Applied Pay Connect information page, click on the Go To Applied Pay button. This will open up a new tab and take you to the Applied Pay Portal. 



Attention! - Your Agency Admin grants permissions to view the Applied Pay Portal and other permissions within Applied Pay. If you do not see the Go to Applied Pay button, please reach out to your Agency Admin.



Once inside the Applied Pay Portal, click on the Tax Forms tab. Then, select the Merchant Account by clicking on the All Accounts drop-down and then clicking on the respective Merchant Account. Next, select a date for the year you are requesting the tax form. Finally, click on the Download Tax Form button.



  • If your agency has met the 600.00 threshold, then the file will download so you can open it on your computer.


  • If your agency has not met the 600.00 USD threshold, a tax form will not be available, and you will see a notification in the top-right corner of your screen stating that the tax document is not found.