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View your 1099-K form on Payroc Insights

Payroc Insights

View your 1099-K form

To view your 1099-K form on Payroc Insights, complete the following steps:

  1. Sign in to https://payroc.partnerengage.com (opens in a new tab).
  2. On the side menu, select Statements, and then select 1099-K Reporting.

Payroc Insights side menu with 1099-K Reporting highlighted under Statements

3. To view your 1099-K form, select the linked report.

1099-K Reporting page with the View 1099-K Report link highlighted

4. Select Detail of Reported Amounts. The Portal displays your 1099-K form for the current year.

1099-K Reporting page with the Detail of Reported Amounts link highlighted

You can update your form preference to view the form online on Payroc Insights or to receive a paper copy mailed to your business address.

  1. Select My Account.
  2. From the dropdown menu, select Edit Settings.
  3. Move through the Edit Settings page to 1099-K Report Status, which displays your 1099-K form and its status. The form can have one of the following statuses:
    • Paperless - You can view your 1099-K form on Payroc Insights.
    • Paper - We mail your 1099-K form to your business address.
  4. (Optional) To update your form preference, complete the following steps:
    1. Select Edit.

1099-K Report Status table with the Edit link highlighted

b. Update your preference.

i. To view your 1099-K form on Payroc Insights, select the checkbox.

ii. To receive a paper copy of your 1099-K form, clear the checkbox.

1099-K Report Status table with the Consented checkbox selected

c. Select Confirm.