Automated W-9 and 1099 Forms

Axxess CARE now automatically generates W-9 and 1099 forms with populated information for organizations and clinicians to review, edit as needed and submit. This enhancement helps organizations and clinicians streamline tax filing processes, save time and stay compliant.

W-9 Form

Clinicians using the Axxess CARE app are contract/1099 employees. When a clinician earns $600 or more from an organization on Axxess CARE, the clinician must submit a W-9 form to the organization.

To access the automated W-9 form in Axxess CARE, navigate to the three-line menu in the top-left corner of the screen and select Tax Documents. On the Tax Documents screen, select W-9.

➜ Tax Documents ➜ W-9

The W-9 form is prefilled with information from the clinician profile. This information can be edited as needed.

Users must enter their Social Security number and review and verify their demographic information. After the form has been reviewed, sign the document to confirm that the information is correct.

The document will then be sent to the organization that the user has worked for, and the organization will provide the user with a 1099 form.

1099 Form

Organizations that have used the Axxess CARE platform to offer and assign visits to independent clinicians pay these clinicians by direct deposit to a designated bank account. When the payments to any single clinician total $600 or more during the year, the organization is required to provide a 1099-NEC form to the clinician and report the pay to the IRS.

Axxess CARE makes this task easy by automatically generating a 1099-NEC form for each clinician with the earnings paid for the year. The organization must review and approve the form. If changes are necessary, the administrator can edit the form as needed. Once the form is approved, it will become available to the clinician in the Axxess CARE app.

To access the 1099-NEC form, log in to Axxess CARE, navigate to the three-line menu on the left side of the screen and select Tax Documents under Payments.

➜ Payments section ➜ Tax Documents

On the Tax Documents screen, users will find a list of clinicians who have performed visits for the organization via the Axxess CARE app.

W-9 forms provided to the organization by clinicians are accessible from this screen. Click on the document icon to open and view a W-9 form.

The 1099-NEC form is provided for approval and will stay in Pending Approval status until it has been reviewed and approved by an administrator. Once approved, the document will only be available to the appropriate clinician.

Updated on 03/17/2022