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U.S. 1099 tax forms

It’s everybody’s favorite season - tax season! Bookkeepers, accountants, and anyone else who enjoys long documents and a lot of numbers, this one’s for you. 😏

This guide is specific to U.S. based Jane clinics and practitioners using Jane Payments.

Feel free to jump to each question by clicking through the links below:


What’s a 1099-K form?

It’s an information return that’s given to the IRS and all qualifying Jane Payments accounts. It summarizes your credit card processing through Jane Payments for the previous year.

Who is Stripe, and why did I receive an email from them about my 1099-K form?

Jane partners with Stripe to take payments, as well as file 1099-K tax forms that report your credit card processing. For tax purposes, they will generally send emails from [email protected].

  • In November 2023, you may receive an email asking you to confirm your tax information.
  • In mid January 2024, Stripe will notify you when your 1099-K tax form is available.

Do I qualify for a 1099-K?

For our US clinics or practitioners, you’ll be issued a 1099-K form from Jane Payments if you have processed $20,000 in payments and over 200 transactions in the year 2023.

The IRS had planned to lower this threshold for the 2023 tax year; however, any adjustments have been delayed until the next tx year.

How do I get my 1099-K form?

Starting in mid January 2023, you’ll be able to get your 2023 1099-K form by heading to your Settings > Jane Payments area, hit the Pencil icon, followed by clicking on the Go To Stripe button. From here, you’ll see a Tax Forms heading.

How are these numbers calculated?

The numbers listed on your 1099-K form are your total processing amounts before any credit card processing fees are deducted. Similarly, refunds are not taken into consideration. If your treatment price is $100, you’d see $100 reflected in the totals on your 1099-K, even though a slightly lower amount would have been deposited in your bank account.

The numbers on your 1099-K form also reflect when those funds were paid to you, which may not be the same month they were processed. As an example, a $100 payment processed on Tuesday, October 31 would be paid to you in two business days, which would be Thursday, November 2. You’d see this $100 reflected in your November 1099-K totals, even though you processed the payment in October.

My business information is incorrect on my 1099-K form.

You’ll be able to update your business information from the Settings > Jane Payments area of your Jane account, followed by clicking on the Pencil icon and then Go To Stripe. Once you’re there, you can click the person symbol on the top right, and update your details from there.

What do I do with a 1099-K form?

We’re required to file a 1099-K form with the IRS for all qualifying Jane Payments accounts. That being said, we make software to help you run your clinic, and we’re not tax experts. You should seek the advice of a tax professional for any questions specific to your business and how to file taxes since we’re not able to offer tax advice.

I use a different payment processor. Can I still get a 1099-K form?

If you’re using our former Square Terminal integration and qualify for a 1099-K form, you’ll find this form in your Square Dashboard.

If you’re using our Payfirma integration, please contact Payfirma at [email protected] for more information.

I don’t qualify for a 1099-K, however, I still need to report on my credit card processing.

In this case, you’ll want to pull the Jane Payments Monthly Processing Report. You can find this by heading to the Billing tab in your Jane account, followed by the Jane Payments Monthly Processing Report in the menu on the left-hand side of the page.

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