Tax management for incentives and payouts
Simplify W-9 collection and stay tax-ready for non-employee rewards and payouts, without adding operational overhead.
Collect tax details at the right time. Track eligibility automatically. Export clean data for 1099 preparation.
What you can do with Xoxoday tax management
Collect W-9 information automatically
Enable W-9 collection from your account settings with a simple toggle. Once enabled, eligible recipients are prompted to submit their W-9 details during reward redemption.
No separate outreach or follow-ups
Triggered only when eligibility conditions are met
Seamless experience for reward recipients
Track eligibility in real time
Monitor recipient progress toward IRS thresholds with automatic tracking.
Tracked by email or external user ID
Threshold aligned with IRS guidance
(e.g., $600 for 2025)
Built to adapt as regulations change
Capture consent and signatures digitally
Streamline W-9 completion with secure e-signature workflows.
Secure e-signature workflows
Supports DocuSign, PandaDoc, Zoho Sign
Reduces paperwork and manual handling
Access and export tax data easily
Keep your data organized and ready for 1099 preparation.
Download W-9s (up to 3 tax years)
Export recipient tax data as CSV
Share with finance teams or CPAs
Xoxoday does not file 1099s, but keeps your data organized and ready.
Cómo funciona
Enable W-9 collection
Turn on W-9 collection from platform preferences.
Issue rewards as usual
Continue running your incentive programs
without disruption.
Automatic eligibility tracking
Continue running your incentive programs
without disruption.
W-9 prompt during redemption
Eligible recipients are prompted to submit
W-9 details when redeeming rewards.
Export data for 1099 preparation
Download or share structured tax data for
filing and reconciliation.
Preguntas frecuentes
No. Xoxoday does not provide tax or legal advice. We recommend consulting your tax advisor or accountant for guidance on compliance decisions.
Clients remain responsible for collecting W-9 forms and issuing 1099 forms in accordance with applicable regulations.
Xoxoday facilitates the collection and organization of tax-related data to reduce administrative effort and support downstream reporting. However, compliance responsibility remains with the client.
Yes. Xoxoday helps automate W-9 collection and data organization, but compliance responsibility remains with you.
No. W-9 collection is currently triggered only for redemptions from a US IP address.
W-9 collection is triggered the next time the recipient redeems a reward, provided the feature is enabled.
No. Xoxoday applies form-level validations but does not verify the accuracy or completeness of submissions.
