## Available documents

- W-9 or W-8 forms
- 1099-MISC/NEC forms for eligible U.S. recipients

## How to access

1. Log in to your Karat account
2. Go to [Payment details](https://app.trykarat.com/payments/payment-details) and scroll to **Tax forms**
3. Select the relevant year and download

Documents are updated automatically if your information changes. You are responsible for keeping your information current and reviewing your documents for accuracy.

## Reimbursements and 1099-NEC totals

Payments that payers mark as reimbursements are excluded from 1099-NEC aggregation and from the tax-collection thresholds that trigger tax form requests. If a payment was misclassified, ask the payer to update it from the Payments dashboard. See [Marking payments as reimbursements](https://help.trykarat.com/payments/marking-payments-as-reimbursements) for details on how payers manage this classification.