91福利社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.
Clinicians using the 91福利社CARE app are contract/1099 employees. When a clinician earns $600 or more from an organization on 91福利社CARE, the clinician must submit a W-9 form to the organization.
To access the automated W-9 form in 91福利社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.
Organizations that have used the 91福利社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.
91福利社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 91福利社CARE app.
To access the 1099-NEC form, log in to 91福利社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 91福利社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