In this article:
What is a 1099-K?
A 1099-K form is a US tax document that reports payment activity processed during the calendar year. It is used for tax reporting purposes and is issued when certain IRS thresholds are met.
This form is:
Provided to the Kajabi Payments account Owner or Sub-owner users
Submitted to the IRS
Submitted to certain U.S. states, depending on filing requirements
Important:
Kajabi does not calculate or determine your tax liability. The 1099-K is informational only. For guidance on how to use this form when filing, consult a qualified tax professional.
Who receives a 1099-K?
You will receive a Kajabi Payments 1099-K if all of the following apply:
Your account is based in the United States, or you are a non-U.S. user filing as a U.S. taxpayer
You exceeded the IRS reporting thresholds for the year
You are the Owner or Sub-owner of the site
Important:
IRS thresholds are determined by the IRS and may change from year to year.
If you manage multiple sites, confirm you are logged into the correct site before checking your documents.
When are 1099-K forms available?
If you qualify, your 1099-K will be available by January 31 for the previous tax year.
You will be notified when the form is ready:
In-app via a banner notification
By email (if notifications are enabled)
How you’ll be notified
When your 1099-K is ready, a banner appears across key pages in your dashboard.
Selecting View on the banner:
Takes you directly to Settings → Documents
Dismisses all active banners
Turn on optional email notifications
Enable email alerts to receive a reminder when your form is available.
Go to Settings → Notifications & privacy
Under Kajabi Payments, enable
Notify me when Form 1099-K is availableConfirm your profile email address is correct
When your form is generated, you’ll receive an email with a direct link to the Documents page.
How to download your 1099-K
From your dashboard, select Settings
Click Documents
Ensure the correct site is selected from the dropdown
Locate Form 1099-K for the year you need
Select Download
Save the file in a secure location
Tips:
Confirm you are downloading the correct tax year
If you file in multiple jurisdictions, consult your tax advisor regarding retention requirements
What’s included on the 1099-K?
Your 1099-K reports payment volume based on transaction settlement date during the calendar year, calculated using UTC time.
For Kajabi Payments, this total:
Includes customer payments and applicable taxes
Excludes payment processing and platform application fees
Does not represent net payouts deposited to your bank account
Because of this, your 1099-K will not match:
Your bank payout totals
Kajabi Analytics gross revenue
Kajabi Analytics net revenue
This is expected behavior and does not indicate an error.
Troubleshooting
You don’t see the Documents page
Confirm Kajabi Payments is enabled
Verify you are signed in as Owner or Sub-owner
If you manage multiple sites, switch to the correct site
You see Documents, but no 1099-K
Forms only appear once they are generated
Before January 31? Check back later
After January 31? Confirm you met the IRS threshold
Over $20,000 and
More than 200 transactions
If the issue persists, please contact payments.support@kajabi.com
FAQs
Which years are 1099-Ks available for?
All years for which a 1099-K was generated remain available in Documents.
Can other users on my account download my 1099-K?
Only Owners and Sub-owners can access tax documents.
Is this available without Kajabi Payments?
If you process payments through third-party providers like Stripe or PayPal, those providers are responsible for issuing your 1099 forms. Please get in touch with them directly for tax documents related to payments processed outside of Kajabi Payments.
How do I update my tax information?
You can update your legal and tax details in the Payments Setup settings where you initially onboarded to Kajabi Payments. Please note that changes apply to future filings only. If you need to file a correction, please reach out to payments.support@kajabi.com.
I didn’t reach the IRS reporting threshold. Can I still request a 1099-K?
If your Kajabi Payments account did not meet the IRS reporting threshold for the year, a 1099-K is not automatically generated.
In some cases, you may still want documentation of your payment activity for tax reporting purposes. If you believe you should have received a 1099-K or have questions about your eligibility, contact payments.support@kajabi.com and our team can review your account.
What if I use Stripe or PayPal instead of Kajabi Payments?
If you process payments through Stripe or PayPal, those providers issue and manage your 1099 forms. Kajabi does not generate 1099s for payments processed outside of Kajabi Payments.
Privacy and security
Your 1099-K contains sensitive tax information.
Best practices:
Download only on secure devices
Limit access to authorized users
Store files in encrypted or protected locations