Wingspan recommends reviewing and updating 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 recipients know that they’ll be receiving information about their 1099-NEC tax forms from Wingspan. We’ve found that introducing your recipients to Wingspan helps with email engagement and builds trust for requests for tax information.

Subject:Important: Action Required to Receive Your 1099 Tax Form from [Your Company]

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. This November, expect an email from Wingspan that will guide you through confirming your tax details and how you'd like to receive your 1099 form.

Next Steps:

1. In the next few weeks, look for an email from Wingspan [email protected] and click the link inside.
2. Create a Wingspan account if you don't have one.
3. Confirm your personal and tax details, like your name, address, and Taxpayer Identification Number.
4. To ensure you're the correct recipient, we'll prompt you with a few security questions.

Helpful Tips:

• Add [email protected] to your address book to prevent the email from going to spam.

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 USD or more in 2023. 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, expect to receive a link to download your 1099 form in January. A paper form is also available upon request.

2. Email template: Post-Wingspan email

We recommend letting your recipients know that they should’ve received information about their 1099 tax forms from Wingspan. Below is a proposed email template you can customize:

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 teamed up with Wingspan to manage your 1099 tax forms. By now, you should've received an email from Wingspan at [email protected], outlining steps to confirm your tax details.

What to Do Next:

1. Open the Wingspan email and click the included link.
2. Create a Wingspan account if you haven't already.
3. Update your personal and tax information as needed.
4. Answer security questions to confirm your identity.

For support, contact Wingspan support.

FAQs:

• What is a 1099 Form? It's a tax document that summarizes earnings for independent contractors who've made at least 600 USD in 2023.

• Why Verify Information? It ensures your 1099 form is accurate and sent to the correct address.

• Didn't Get the Wingspan Email? Check your spam/junk folder for an email titled “Action required to receive your [Your Company] 2023 tax form.” If missing, contact Wingspan support.

• When Will I Get My 1099? If eligible, you'll get a download link or a paper copy in January.

Wingspan's communications

1. Wingspan Automated Email: Tax information confirmation & delivery preferences

Subject: Important: Action Required to Receive Your 1099 Tax Form from [Your Company]

Sender: [email protected]

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Invite timing and criteria

Wingspan distributes the provider invitations over the December period to spread out the support volume for your and our team and ensure that we are not constrained by the IRS's stringent rate limits.

If you pay your collaborators via Wingspan, Wingspan will only send tax confirmation invitations to collaborators who have received a payment within the tax year. If you only file 1099s via Wingspan, we will send invitations to all of your collaborators.

2. Wingspan Automated Email: 1099-NEC is filed

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

Sender: [email protected]