When using for a connected account with an Express dashboard or Connect Embedded Components, the connected account owner must be able to receive the email from Stripe inviting them to create their account. Stripe can’t electronically deliver tax forms to an account without a valid email address on file. You can filter for any accounts with missing email addresses and add them to allow e-delivery.

Managing payee email addresses

If you have configured your tax form settings to e-deliver tax forms, any connected accounts with missing email addresses will be ineligible for pre-filing confirmation outreach from Stripe.

How do I edit a connected account’s email address?

You can update the email address for your connected accounts in the following ways:

• Use the Update API.
• Use the CSV import functionality on the Communication settings page in the Dashboard.
• Edit the email addresses in the Payee Details section in the 1099 dashboard.

Any emails added or updated by these methods will carry over each year.

How do I bulk update payee’s emails?

1. Navigate to the Communication Settings in your Dashboard

2. Select ‘Upload email addresses’
3. Download a CSV of existing account information, then add or update email addresses. Once completed, upload your file.

4. Check the data preview to make sure the emails you added or updated are matched with the correct account IDs.

Customizing email outreach

How can I customize pre-verification campaign emails?

Platform admins are now able to preview and customize their pre-verification campaign emails via their Communication settings in the Dashboard.

1. Navigate to the Communication settings in your Dashboard
2. Select ‘Preview and customize’
3. From here, you can preview and customize your Tax Center invites. Customization includes branding (logo, colors, etc.), and the domain from which the email is sent. You can also send a test email to ensure the URLs function as expected.