Wingspan recommends reviewing and updating (as needed) the following communication timeline. Preparing your contractors for messages from Wingspan helps to make a smoother experience during tax season.

Your communications

1. Email template: pre-Wingspan email

We recommend letting your contractors know that they'll be receiving information about their 1099-NEC tax forms from Wingspan. We've found that introducing your contractors to Wingspan helps with email engagement and builds trust for requests for tax information.

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Email template:

Subject: Our tax partner Wingspan will be sending you an important email

Pre-header: Confirm your information with Wingspan

Email body:

[Your Company] has teamed up with Wingspan to manage the 1099 tax forms that document your earnings. Between December 23rd and January 13th, expect an email from Wingspan ([email protected]) that will guide you through confirming your tax details and how you'd like to receive your 1099 form.

Next Steps:

1. Watch for an email from Wingspan ([email protected]) and click the link inside
2. If you're new to Wingspan: Create an account and provide your tax information
3. If you already have a Wingspan account: Review and confirm your existing tax information

Helpful Tips:

• Add [email protected] to your address book to prevent the email from going to spam
• You'll receive both an email and in-app notification if you already have a Wingspan account

FAQs:

• What is a 1099 form? It's a tax document that summarizes your earnings if you're an independent contractor and you've earned $600 or more in 2024. Both you and the IRS receive a copy.
• Why confirm my information? We need to validate your details to ensure that the 1099 form is accurate and delivered correctly.
• When will I get my 1099 form? If you meet the minimum income requirements ($600+), expect to receive a link to download your 1099 form when filed, usually by February 1st. A paper form is also available upon request.

2. Email template: follow-up reminder

We recommend sending a follow-up to contractors who haven't yet confirmed their tax information. Below is a proposed email template you can customize:

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Email template:

Subject: Action Needed: Verify Your Tax Information via Wingspan

Pre-header: Important steps to ensure you receive your accurate 1099 tax form

Email Body:

[Your Company] has partnered with Wingspan to manage your 1099 tax forms. You should have received an email from Wingspan ([email protected]) with instructions to confirm your tax details.

What to Do Next:

1. Check your email (including spam folder) for a message from Wingspan
2. Click the secure link provided
3. For new users: Create your Wingspan account and provide your tax information
4. For existing users: Review and confirm your current tax information

Important Notes:

• This confirmation process is required for all US-based contractors who earned $600+ in 2024
• If no action is taken by the time your payer submits tax forms to the IRS, existing information on file will be used
• Both email and in-app notifications have been sent to existing Wingspan users

For help, contact Wingspan support.

Wingspan's communications

1. Wingspan Automated Email: Tax information confirmation

Subject for existing contractors: [Your Company] needs you to verify your tax details
Subject for new contractors: [Your Company] invited you to provide your tax info via Wingspan

Sender: [email protected]

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Invite timing and criteria

Wingspan distributes tax confirmation requests between December 23rd and January 13th to eligible contractors who meet these criteria:

• US-based contractor
• Received payments > $600 in the tax year
• Not archived
• Associated with a payer who has enabled 1099 experience
• Has not otherwise updated their name or tax ID since September 1st of the tax year

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Contractor Experience

• New contractors will be invited to sign up for a Wingspan account and provide their tax information
• Contractors with an existing Wingspan account will be prompted to review and confirm their current tax information
• Both email and in-app notifications will be sent to existing users
• If no action is taken by January 13th, existing information on file will be used for tax forms

2. Wingspan Automated Email: 1099-NEC is filed

Subject: [IMPORTANT] Your [Payer Name] Form 1099 for [Year] is now available

Sender: [email protected]