How to bulk export csv records of all your 1099 forms.

Last Updated:
March 12, 2021

For platforms that filed tax forms in 2017, 2018, or 2019 we suggest downloading both pdf and csv records of the forms. Having both sets of data may make it easier to locate individual recipient’s forms when requested. Follow the below steps to retrieve your forms. 

Login into your Payable Dashboard, go to the ‘Taxes’ tab and select the tax year of interest from the dropdown (2017, 2018, or 2019).

At the bottom of the page, click on the ‘Export to CSV’ button to move to the options page. On the options screen, select the following: 

On the options screen, select the following:

- Form Type, either 1099-K or 1099-MISC; if you have filed 1099-MISC and 1099-K in the selected tax year, repeat the process two times in order to export both sets of data.
- Last-4 or Full TIN:
by selecting ‘Full TIN’, you are exporting sensitive information and we recommend to securely store it in your systems.
- Required forms only:
select ‘No’ to expand your export to forms that might not meet the IRS thresholds but you decided to file anyway.
- Tax forms status: we recommend to select Forms Completed in order to export only data of your filed forms; selecting ‘All’, ‘Forms To Do’ or ‘Forms In Process’ will include data you have never filed which may not be helpful at this point in time.

When the download is complete, select the ‘Download Now’ button to download the information to your computer. You will also be notified via email when the file is ready for downloading.

Once the file is downloaded, look for a file name like “ProjectName_2016_1099_K_Tax_Forms_Mar_3_2021". It should have your project name, the tax year of the forms, form type, and the date of the download. 

Once you have downloaded your forms for the relevant years you should be able to search for an individual form by searching for recipients first and last name in the file.  

You’ll need to repeat the same process to retrieve forms for all the tax years you have used Payable. 

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