Outdoorsy 1099-K Issuance
In October 2021, Outdoorsy had a compliance liability: the company needed to provide 1099-K forms to RV hosts who had reached IRS income thresholds.
Working within a three-month timeline, our design solution successfully met two important milestones for the company and hosts on the platform:
W-9 collection by end-of-tax-year — We needed complete W-9 data before annual transaction totals were finalized. If a host crossed the threshold on December 31, we needed their tax info already on file.
1099-K filing by January 31 — Once we knew who qualified and had their information, we had one month to generate, file with the IRS, and deliver forms to hosts.
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Daryle M. // Lead Designer
Ilario H. // Product Manager
Sarah W. // Senior Content Designer
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Close collaboration on owner information collection and completed form issuance flows, along with compliance deadline messaging.
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The resulting experience affected every active host on the platform, leading to collecting W-9 tax information from ~20,000 hosts and full compliance for four consecutive tax years.