Payer Responsibilities & Support Ownership

Describes the types of questions handled by Wingspan support, and what will be escalated to your team.

Overview

Wingspan’s support responsibilitiesPayer’s support responsibilities
Authenticated users: Wingspan assists contractors who already have a Wingspan account.
Technical and platform support: Help with account access, troubleshooting, and navigation.
General 1099 information: Guidance on accessing tax documents inside the Wingspan portal.
Business-specific queries: Your team explains internal policies, payments, and workflow expectations.
Unauthenticated users: You help contractors who have not yet activated or verified their Wingspan account.
Tax form corrections and adjustments: You own the review and submission of corrections to issued 1099 forms.
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Definitions

  • Authenticated user: A contractor who has created a Wingspan account and can log in to the Wingspan portal.
  • Unauthenticated user: A contractor who has not created a Wingspan account or cannot access their account.
  • Contractor: An individual or entity set to receive payments from payers via Wingspan. In the 1099 filing context, these are individuals or entities set to receive a 1099 form (1099-NEC or 1099-MISC Box 6) from the payer via Wingspan.

Wingspan's Support Responsibilities

1. Account Access and Technical Assistance

IssueAssistance providedExample questions
Account creation and login issuesHelp with account signup, password resets, 2FA troubleshooting, and resolving technical issues in the Wingspan portal.“I’m having trouble logging into my Wingspan account; can you assist?”
“How do I reset my 2FA settings?”
Email and notification supportResend invitations and ensure contractors receive required communications (e.g., checking spam folders).“I didn’t receive an invitation email; can you resend it?”
“How do I make sure I receive emails from Wingspan?”

2. Updating Personal and Tax Information

IssueAssistance providedExample questions
Profile and W-9 information updatesGuide contractors through updating personal details (name, address, contact information) and submitting digital W-9s.“How do I update my mailing address in Wingspan?”
“Where can I submit or edit my W-9 information?”

3. Accessing 1099 Forms

IssueAssistance providedExample questions
Downloading and viewing tax formsProvide instructions for locating and downloading 1099 forms within Wingspan.“How do I download my 1099 from Wingspan?”
“I need help accessing my tax form online.”
Electronic delivery preferencesHelp contractors update delivery preferences for electronic or mailed forms.“How can I change my delivery preference to receive my 1099 electronically?”
“I prefer a paper copy; how do I update my settings?”

4. General 1099 Information

IssueAssistance providedExample questions
Educational supportExplain what a 1099 form is, why it matters, and key filing dates.“What is a 1099 form used for?”
“When will my 1099 form be available?”

5. Form Corrections Guidance

IssueAssistance providedExample questions
Requesting correctionsWalk contractors through submitting correction requests and outline timelines.“There’s an error on my 1099; how do I request a correction?”
“How long does it take to process a correction request?”

6. Security and Data Protection

IssueAssistance providedExample questions
Privacy and data security inquiriesAddress concerns about storing personal information in Wingspan and explain compliance safeguards.“Is it safe to provide my Social Security Number on Wingspan?”
“How does Wingspan protect my personal data?”

Payer's Support Responsibilities

1. Contractor Verification and Account Assistance

IssueAssistance providedExample questions
Identity verification issuesHelp contractors who cannot verify their identity and confirm personal details on file.“I’m unable to verify my identity on Wingspan; can you help?”
“My information doesn’t match; what should I do?”
Email invitation and contact updatesUpdate contractor contact details in your records and resend invitations as needed.“I didn’t receive a Wingspan invitation; can you check my email?”
“Can you update my email address on file?”

2. Payment and Tax Form Inquiries

IssueAssistance providedExample questions
Payment details and discrepanciesProvide payment breakdowns and resolve differences between expected and reported earnings.“Why does my 1099 reflect a different amount than I expected?”
“Can you provide a breakdown of the payments on my tax form?”
Non-issuance of 1099Explain eligibility (e.g., earnings below $600 or exempt classifications) and confirm records.“I didn’t receive a 1099; should I have gotten one?”
“Why wasn’t I issued a tax form this year?”

3. Form Corrections and Reissuance

IssueAssistance providedExample questions
Processing correctionsReview, approve, and initiate corrections submitted by contractors.“I submitted a correction request; what’s the status?”
“Can you correct the error on my tax form?”
Reissuing or resending tax formsProvide prior-year forms and resend documents to updated addresses or via alternate delivery methods.“Can you resend my 1099 to my new address?”
“I need a copy of last year’s tax form; can you provide it?”

4. Tax Advice and Deductions

IssueAssistance providedExample questions
Guidance on tax mattersOffer organization-specific guidance on deductions, obligations, and reporting expectations.“Can I deduct expenses related to the work I did for you?”
“What tax obligations do I have based on our contract?”

5. Additional Support Areas

IssueAssistance providedExample questions
Unauthenticated user assistanceSupport contractors who opt out of Wingspan or cannot authenticate, and provide alternative delivery methods.“I prefer not to use Wingspan; how else can I get my 1099?”
“Can you mail me a physical copy of my tax form?”
Relocation and state tax queriesExplain how relocations impact reporting and share relevant state-specific guidance.“I moved this year; how does that impact my tax form?”
“Do I need separate forms for different states?”
Providing last four digits of TINSecurely share partial TIN information to help contractors verify their account.“I don’t recall my TIN; can you provide the last four digits?”
“I need my TIN to verify my account; can you help?”

Collaboration Between Wingspan and Payer Support

  • Escalation Process:
    • For complex issues requiring both Wingspan and Payer involvement, establish a clear escalation path.
    • Share necessary information securely to resolve contractor inquiries efficiently.

Security and Privacy Protocols

  • Sensitive Information Handling:
    • Do not share full TINs, Social Security Numbers, or other sensitive data via email or unsecured channels.
    • Follow all applicable data protection laws (e.g., GDPR, CCPA) when handling contractor information.

Multilingual Support

  • Wingspan Support Language:
    • Support is primarily available in English.
    • For contractors requiring assistance in other languages, Payers may need to provide additional support.

Limitations

  • Form Distribution:
    • Wingspan cannot send 1099 PDFs via email; contractors must access forms through the portal or request a mailed copy.
    • Wingspan supports authenticated users; assistance for unauthenticated users is the Payer's responsibility.
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FAQs regarding contractor support

Q: What defines an authenticated user?

A: An authenticated user is a contractor who has successfully created a Wingspan account and can access the Wingspan portal using their credentials.

Q: How should we assist contractors who cannot authenticate or access their Wingspan account?

A: Verify the contractor's information on file for accuracy (e.g., name, email, TIN). Provide them with the correct details to help them authenticate or update your records if necessary.

Q: Who is responsible for correcting errors on issued 1099 forms?

A: The Payer is responsible for reviewing and processing correction requests submitted by contractors. Wingspan facilitates the correction process within the platform but cannot make changes without Payer approval.

Q: What technical issues can Wingspan support assist with?

A: Wingspan support can help with account access issues, platform navigation, technical errors encountered on the Wingspan website, and guidance on using Wingspan features.

Q: What happens if a contractor refuses to use Wingspan?

A: The Payer is responsible for providing an alternative method for the contractor to receive their 1099 form, such as mailing a physical copy.