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Electronic Delivery Consent

By choosing to receive electronic copies of your IRS Information tax returns, you acknowledge and consent to the following terms:

  1. You agree to electronically receive the IRS information tax return for form 1099-K. If you wish to receive a paper copy please contact our Payment Operations team prior to January 25th.
  2. You have a computer with Internet access. Customers should ensure they are running browsers with at least the following versions.
  3. You will be able to view and read Adobe PDF Files.
  4. Your consent to receive electronic IRS information tax returns is effective immediately until you choose to withdraw it. If you wish to withdraw consent then contact prior to January 25th to receive a paper copy of the 1099K form.
  5. If you wish to update your business information, this can be done within the Clio Application under settings. If the fields you are looking to update are greyed out, please contact for additional assistance.
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