Small Business Tax Information FAQs

• You may access applicable tax resources in the Mobile App and on your Computer.
• All 1099 & 1098 forms are mailed by January 31 if your account has met thresholds requiring the generation of a Tax Statement. All Applicable tax forms can be found in the Mobile App and from your Computer.
• See "How can I access my Tax Statements on the Mobile app or on my Computer?" FAQ question for instructions to access Tax Statements.
• See "I never received my Tax Statement" FAQ question for a list of thresholds that need to be met before a Tax Statement is generated.

Mobile App

1. Sign in to the Mobile app and click on Menu.
2. Under "More Features," select Statements and Documents.
3. Choose the account, then the time period you wish to view.
4. Select the PDF you wish to view, download or print.

From your Computer

1. Sign in to Online Banking, select Accounts, then Statements and Documents.
2. Select the account, then the time period you wish to view.
3. Select the PDF you wish to view, download or print.

From your Computer

1. Select your business credit card CORP account from the main Accounts page.
2. Click the Download link on the Activity tab.
3. Select All accounts for this company from the Select an account dropdown.
   Note: This option is only available to account owners/guarantors.
4. Complete the Custom date range fields to create a full year report.
5. Select the file type and click the Download transactions button.

• Duplicate Tax Statements are identical copies of existing tax forms. Your 1099 & 1098 forms can be downloaded in the Mobile app and from your Computer.
• A duplicate tax form sent by mail can be requested beginning February 1st.
• See "How can I access my Tax Statements on the Mobile App or on my Computer?" FAQ question for instructions to access Tax Statements.

Mobile App

1. Sign in to the Mobile app and click on Menu.
2. Under "More Features," select Statements and Documents.
3. Choose the account, then the time period you wish to view.
4. Select the PDF you wish to view, download or print.

From your Computer

1. Sign in to Online Banking, select Accounts, then Statements and Documents.
2. Select the account, then the time period you wish to view.
3. Select the PDF you wish to view, download or print.

Tax information is reported by client's EIN, TIN or Social Security Number (SSN) and not by account, however all accounts are reflected on one statement. The primary EIN, TIN or SSN, which is the first name listed on account, is reflected on the tax statement and reported to the IRS.

Current tax year represents the most recent year ending December 31st.

Represents all years prior to December 31st of last year.

• Statements are sent to the address we have on record.
• If your address did not change, keep in mind, tax forms are only generated if a threshold is met.

1099 tax forms are only generated when:

• $10.00 or more interest is earned on a deposit account i.e. checking, savings, CDs
• $10.00 or more interest is paid when redeeming U.S. Savings Bonds
• There is a tax withholding no matter the dollar amount.

• 1098 tax forms are only generated when $600.00 or more in interest is paid to either a loan or line of credit secured by real estate.
  Please speak with your Financial Advisor for more details for these forms.