In this article:
What is a 1099-K?
A 1099-K form is a US tax document that summarizes the sales activity of your account during the calendar year.
This form is:
Provided to the Kajabi Payments account owner or representative of the account
Submitted to the IRS
Submitted to certain U.S. states, depending on filing requirements
Important:
The 1099-K is for reporting purposes only. Kajabi does not calculate your tax liability. 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 processed more than $20,000 USD
You completed more than 200 transactions
You are the Owner or Sub-owner of the site
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 your total gross payment volume, including:
Customer payments
Taxes
Shipping fees
Refunds
Adjustments
Processing and currency conversion fees
These amounts are not deducted from the total.
Kajabi is required to report gross volume and cannot modify reported totals.
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 [email protected]
FAQs
Which years will appear?
All years for which a 1099-K was generated remain available in Documents.
Can collaborators download my 1099-K?
No. Only Owners and Sub-owners can access tax documents.
Is this available without Kajabi Payments?
No. 1099-K forms are only generated for Kajabi Payments accounts.
Will I receive a mailed copy?
Your primary delivery method is in-app download.
If your jurisdiction requires mail delivery, follow any additional instructions you receive.
How do I update my tax information?
Update your legal and tax details in:
Kajabi Payments onboarding, or
Payouts settings
Changes apply to future filings only.
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