Outdoorsy 1099-K Issuance
In late 2021, new IRS reporting requirements created an immediate compliance liability for Outdoorsy.
The company needed to collect W-9 tax data from qualifying RV hosts and issue 1099-K forms — on a compressed government-mandated timeline.
The design challenge wasn't just technical. It was communicating complex, high-stakes tax obligations clearly to platform users who were RV owners, not accountants, in a way that drove action without creating alarm.
Collecting complete W-9 data for RV hosts before their rental income totals were finalized. If a host crossed the income threshold on December 31, Outdoorsy needed their tax info already on file.
Once qualifying hosts were identified, Outdoorsy had one month to generate 1099-K forms, file with the IRS, and deliver to hosts.
Detailed case study coming soon
Outdoorsy host account - tax documents view
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Outdoorsy faced a hard deadline with two sequential milestones: collect complete W-9 data from RV hosts before rental income totals were finalized, then generate and deliver 1099-K forms within one month of the tax year closing. Missing either milestone meant IRS non-compliance.
The UX challenge: make unfamiliar, anxiety-inducing tax processes feel clear, manageable, and trustworthy — at scale, across a diverse host population.
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Ilario H. // Product Manager
Garrett M. // Senior Front-End Developer
Daryle M. // Lead Product Designer
Sarah W. // Senior Content Designer
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Led product design across two distinct flows: W-9 data collection for RV hosts and 1099-K form issuance. Worked closely with product management, engineering, and content design to ensure clarity of language, urgency of deadline messaging, and accessibility of tax concepts for a non-expert audience.
Designed within Outdoorsy's existing design system while meeting strict compliance requirements for both flows.
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The solution met both IRS compliance milestones. The W-9 collection flow captured tax information from approximately 20,000 active hosts before year-end income thresholds were finalized.
The 1099-K issuance experience delivered compliant forms on time and continued to serve the platform for four consecutive tax years — making it one of the most durable and high-impact deliverables of the Outdoorsy engagement.