---
title: "How to access your Form 1099-K in your Helcim account"
slug: "accessing-your-form-1099-k"
description: "Step-by-step instructions on how to view, download, and check the status of your Form 1099-K in your Helcim account. "
updated: 2025-12-14T15:15:24Z
published: 2025-12-14T15:15:24Z
canonical: "learn.helcim.com/accessing-your-form-1099-k"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://learn.helcim.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accessing your Form 1099-K

If your business meets the reporting thresholds for the year, your Form 1099-K will be available in your Helcim account by **January 31st**.

This guide shows you exactly where to find it and how to understand its status.

---

**In this article**

- [Who can access tax forms?](/v1/docs/accessing-your-form-1099-k#who-can-access-tax-forms)
- [How to download your Form 1099-K](/v1/docs/accessing-your-form-1099-k#how-to-download-your-form-1099k)
- [Understanding the form status](/v1/docs/accessing-your-form-1099-k#understanding-the-form-status)
- [Accessing forms for closed accounts](/v1/docs/accessing-your-form-1099-k#accessing-forms-for-closed-accounts)
- [FAQs](/v1/docs/accessing-your-form-1099-k#faqs)

---

## Who can access tax forms?

---

Because tax forms contain sensitive financial data, they are restricted to specific users. Only users with the following roles can view or download the 1099-K:

- **Administrator**
- **Accountant**

If you do not see the **Tax Forms** option in your menu, please ask your account administrator to [update your permissions](/v1/docs/default-employee-roles-permissions).

## How to download your Form 1099-K

---

1. Log in to your Helcim Account.
2. Select **All Tools** from the main menu .
3. Click on **My Business**.
4. Select **Tax Forms**.

You will see a list of all available tax documents.

- **Multiple Accounts:** If you have multiple merchant accounts linked to your login, you will see a separate Form 1099-K for each one.
- **View:** Click **View Form** to preview the document on your screen.
- **Download:** Click **Download** to save a PDF copy for your records.

![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/access-1099k.png)

## Understanding the form status

---

Next to each form, you will see a "Status" label. Here is what they mean:

- **Submitted:** The form has been successfully sent to the IRS.
- **Pending:** The form is ready for you to view, but it hasn't been officially transmitted to the IRS yet.
- **Canceled:** A previous form had an error and was canceled. You should look for a new, corrected form in the list.
- **Not Submitted:** Your business did not meet the filing threshold, so this form was not sent to the IRS.

## Accessing forms for closed accounts

---

If you have closed your Helcim account but still need your tax forms for the previous year, you can still access them.

1. [Log in](/v1/docs/log-in-helcim-account) to your Helcim account using your old credentials.
2. Follow the steps above to navigate to **Tax Forms**.

If you have trouble logging in, please contact our support team for temporary access.

---

### FAQs

**Why don't I see a form for this year?**

If you do not see a form for the current tax year, it is likely because your business did not meet the federal ($20,000 USD & 200 transactions) or state reporting thresholds.

**Can I get a paper copy of my Form 1099-K?**

By default, we provide Form 1099-K electronically. However, you can request a paper copy or withdraw your consent to receive electronic forms by writing to us. Please send your request to the following address.

| ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/pencil-white.png) | Helcim Inc. Attn: Tax Department Re: Request for 1099-K Paper Form Suite 400 - 440 2nd Avenue SW, Calgary, Alberta, Canada T2P 5E9 |
| --- | --- |

To help us verify your identity, please include your full name, phone number, business name, Helcim Merchant ID, and Tax ID Number, along with a statement about your request.