Can Melio help with my annual tax report?

  • Updated

Yes! If you're using Melio to make business payments, you can prepare the information you need to submit your 1099 in just a few clicks.

Melio provides a downloadable CSV file of all your payments so you can view, classify, and export your payment history. 

NOTE: Keep in mind- Melio is not required by law to issue 1099-MISC or 1099-K forms.

We recommend hiring a third-party tax filing service if you require assistance with tax filing or preparation.


Here's how to export your payments history: 

1. Sign in to your Melio account. 

2. Go to Settings in the left sidebar, then Company settings.

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3. On the right under Tax forms, click Classify and export.

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4. Go over all your payments with Melio that year and choose the 1099 Category

5. Click DOWNLOAD .CSV FILE to export a document with all the information you need to file your annual 1099 forms.

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