Set Up 1099 Filing

Beginning December 16, 2026, administrators can review their tax profile, choose
which form type to file (1099-NEC or 1099-MISC Box 6), and prepare payment data
for the 2026 tax year.

Getting Started

1. Navigate to Tax Filing → 1099 forms from your dashboard.
2. Click Filing settings (or Manage tax filing settings) to open the
   configuration flow.

Step 1: Verify Payer Information

1. Review the business information that will appear on every 1099.
2. Update incorrect details and confirm your support contact information so
   contractors know how to reach you when issues arise.

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Support contacts

Support contact information is visible to contractors and is used by Wingspan
support when an inquiry needs to be escalated. The support phone number you
provide appears in the payer section of each form.

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Note on sub-organizations

Payer information depends on the account used to submit and whether FBO naming
is enabled. Review the existing root and child account filing behavior
and confirm the payer details before submitting.

Step 2: Choose the 1099 Form Type

Decide whether you will file Form 1099-NEC or Form 1099-MISC (Box 6: Medical and
health care payments) for the current payer entity. This setup workflow covers
MISC Box 6; contact your account manager for other supported MISC boxes. Each Wingspan payer user can file only one form
type for the tax year. NEC and MISC cannot coexist under the same user. If you
need both, use separate payer users and confirm each user's setup before importing
payments or generating forms.

• 1099-NEC: Report non-employee compensation.
• 1099-MISC (Box 6): Report medical and health care payments. When selected,
  you must confirm that all payments being included belong in Box 6. See the
  healthcare reporting guide, including the
  exception for corporate recipients.

You can change the selected form type before generating amounts if your filing
needs evolve.

Step 3: Configure Payment Calculations

Choose how Wingspan calculates amounts for the form type you selected.

• Off-platform payments: Include invoices marked as paid outside of Wingspan.
• Card processing fees: Decide whether to add debit/credit card fees to the
  1099 total.
• Reimbursable expenses: Choose to include or exclude these line items.

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Consult a tax advisor

Consult your tax advisor to confirm which payment categories belong on your
1099-NEC or 1099-MISC (Box 6) forms.

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Payment date recognition

Wingspan uses the date a payment is marked as paid (events.paidAt) to
determine its tax year. See Payment Calculation Timing.

Step 4: Manage State Filing Requirements

Wingspan identifies states that require filing based on contractor addresses.
State tax IDs can be stored for each payer, but they are not transmitted during
tax-year 2026 filings.

About state-level tax IDs
State IDs will not appear on PDFs or be transmitted to state agencies during the
tax-year 2026 filing season. Capturing them now prepares you for future functionality.

Step 5: Review Contractor and Payment Information

After configuring settings, review contractor records and payments to ensure you
are ready to generate forms starting Monday, January 4, 2027. Confirm that
on-platform payments have settled and off-platform payments have been imported
before reviewing the final totals.

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Managing the contractor lifecycle

1. After you add a contractor (individually or via bulk upload), the profile is
   populated with your provided information, including optional W-9 details.
2. Once a contractor verifies their data, Wingspan synchronizes the contractor
   profile with their certified information. Payer-provided details are
   archived for reference.
3. When contractors update information, you receive notifications on the
   contractor profile.

Step 6: Preview & Generate Tax Forms

When generation opens on Monday, January 4, 2027 you will see:

• A consolidated list of generated 1099s with form type and amount.
• Detailed views for each 1099 that include payer data, contractor data, and the
  calculated total.