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

# Accessing tax documents

> Download W-9, W-8, and 1099-MISC/NEC tax forms from your Karat Payments account, and learn how reimbursements affect 1099-NEC totals.

Karat automatically generates tax documents for payments you receive.

## 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.

<img src="https://mintcdn.com/karatfinancialtechnologies/8F6TNRThXESqdZlT/images/payments_tax_forms_export.png?fit=max&auto=format&n=8F6TNRThXESqdZlT&q=85&s=e6e799d3c435985b8905776cda213f8a" alt="Tax Documents Page" width="1980" height="732" data-path="images/payments_tax_forms_export.png" />

## 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](/payments/marking-payments-as-reimbursements)
for details on how payers manage this classification.