Find Your 1099-K Form

Form 1099-K is a tax document used to report credit card and third-party payment transactions. If you’re using Vori POS, your store may process credit card payments through either PCS (Petroleum Card Services) or CardConnect. Since each processor handles 1099-K forms differently, please follow the appropriate instructions based on your payment provider.

Table of Contents:

• Cardconnect - Find and Download a 1099-K Form
• Petroleum Card Services (PCS) - Request a 1099-K Form
  
  

Cardconnect - Find and Download a 1099-K Form

If you're processing card payments through CardConnect, the 1099-K form can be downloaded directly from your merchant account portal.

1. Open and log into cardpointe.com/account.
   1. If you have trouble logging in, try using Forgot Password? to reset your credentials.
2. Select Reporting at the top of the merchant page, then select 1099-K Form on the far right tab.
3. Your merchant account's 1099-K forms will be sorted by year and can be downloaded from the following page.

Petroleum Card Services (PCS) - Request a 1099-K Form

If you're processing card payments through PCS, the 1099-K form must be requested through merchant services. Before calling PCS merchant services, have your Merchant Number (MID) ready for the PCS merchant services agent.

1. Find your MID.
   1. Log into iaccessportal.com.
   2. Once logged into your merchant page, select Profile from the left-hand menu.
   3. Within the Profile page, your Merchant Number will be displayed along with other business information.
      
2. Call PCS merchant services and request your 1099-K form.
   1. Call 1-866-427-7297, then press 1, followed by 4. 
   2. After providing your account credentials, request your 1099-K form. This form will be sent to the email inbox of your merchant account's primary contact.