If you earned $600 or more as a Healthcare Professional in 2022, you have access to Stripe Express, a prebuilt web and mobile dashboard Medely has partnered with to manage your tax information and receive 1099s electronically.
This article will walk you though the entire process, from creating your Stripe Express account to downloading your 1099 tax forms. Click on a specific section below to skip ahead or start from the beginning:
Note: All screenshots in this article are for reference use only. There may be slight differences in the screens that appear in your account.
The Stripe Express dashboard
The Stripe Express dashboard allows you to consent for e-delivery, download your 1099 tax forms, and update your tax information.
If you're eligible, Stripe emailed you to confirm your tax information and update your delivery preferences. You must locate this email in order to register for Stripe Express. Continue to the following section to learn more.
Email from Stripe (confirm your information)
How to locate the Stripe Express email
Check your email. The email was sent to the same email address you used to create your Medely account
Search for the subject line, ‘Action required to receive your Medely 2022 tax form.’ The image below displays the content of the email
If you're unable to locate the email using the subject line, search for the sender: [email protected]
If you're still unable to locate the email with [email protected], you can request a new invite link by clicking here
Claim your Stripe Express account
After you click the Get Started button in the email, you're taken to this screen.
If you're already logged in to your Stripe Express account, you'll proceed to the next screen. This step is only needed if you don’t already have a Stripe Express account.
Set up two-factor authentication
If you're logged in to your Stripe Express account, already have a Stripe Express account, or have proceeded from the login screen, you'll be asked for a two-factor authentication (2FA) code sent to the phone number associated with your account.
Verify your identity
After 2FA is complete, Stripe will prompt you to verify your identity. If, after a few attempts, you're unable to enter details that match your account, you'll be prompted to check with Medely to confirm your details.
The error message reads:
One of the fields didn’t match the information we received from Medely. You can try again, or check that your information with Medely is up to date.
If you receive this message, please contact Medely's Support team using the chat icon in your Medely account to verify your information.
Verify your tax form details
After you verify your details, go to the Tax forms page to confirm your tax information.
You can choose to skip temporarily if you want to leave your information as is.
However, if your name and TIN combination doesn’t match IRS records or Stripe is unable to complete KYC requirements, you will be blocked from your account.
If you get blocked from your account, please contact support using the chat icon.
If you've verified your account and if you change your name or TIN, you'll be asked to re-sign a new Stripe Terms of Service Agreement.
Consent to e-delivery
After you confirm your tax information, Stripe will prompt you to provide consent for e-delivery.
You can also choose to request a paper copy in addition to the e-delivery of the tax form.
After filing your 1099 tax forms in your Stripe dashboard, you'll receive an email from Stripe to view your tax form electronically. The subject line reads ‘Your Medely 1099 tax form is ready.’ The following image displays the content of the email.
Email from Stripe (your 1099 tax forms are ready)
After you agree to the e-delivery terms, you can download your form when it's available on January 31, 2023 (note: paper forms delivered by postal delivery might take up to 10 additional business days).
Download your tax forms
When you attempt to download the form, you're prompted to enter the last four digits of your TIN. Downloads are unavailable for 24 hours after you make an update to any personal information including name, address, business type, or TIN.
