Activity shown in the product preview: Workflow triggered, Task complete, 12 reactions, Credits redeemed.
Effortless tax management for global rewards
One workflow for US 1099, India 194R, and every region in between. Capture tax forms, track thresholds, and export audit-ready data automatically.
Trusted by finance and ops teams in 30+ jurisdictions
Everything finance and ops teams need to stay compliant
Built for the four things that actually go wrong at year-end. Missing forms. Missed thresholds. Unsigned consent. Messy exports.
Collect W-9, PAN, and local forms automatically
Toggle on tax data capture per region from one settings panel. Recipients are prompted only when they’re eligible. No separate outreach. No chasing on email.
Recipients see this during redemption when eligible.
Enable W-9 collection
US 1099 · $600 IRS threshold
Enable 194R capture
India · INR 20,000 annual threshold
Enable VAT ID validation
EU / UK · DAC7 + HMRC ready
Real-time eligibility, every recipient
Monitor each recipient against the right jurisdictional limit. Plum flags eligibility the moment a threshold is crossed.
Capture consent and signatures digitally
Native e-signature captured at the moment of consent. Legally binding. Full audit trail per recipient.
Form W-9
Request for Taxpayer Identification Number
Name
John Smith
Tax classification
Individual
Audit-ready data, any jurisdiction
Clean CSV and signed PDF packages organized by region, jurisdiction, and tax year. Up to 3 years retained.
W-9 Forms (2025)
47 records
194R Declarations
31 records
Recipient Master
89 records
30+ jurisdictions, one workflow
Native presets for US, India, UK, EU, and Canada. Configurable framework for every other jurisdiction.
Tax compliance runs in the background. Your workflow stays the same
Five steps, one platform. No engineering work. No vendor handoffs. No spreadsheet reconciliation at year-end.
Tax Workflow Status
Real-time tracking · automation
Tax data capture enabled
Reward issued: $650
Sarah Anderson · US
Threshold crossed
$2,000 cumulative · 1099-eligible
W-9 requested at redemption
Prompt shown to recipient
Export ready
Clean 1099 / 194R-ready data
Turn on tax data capture per region
Enable W-9 for US, PAN + 194R declarations for India, and configure local forms for every other market. All from one settings page.
Issue rewards as usual
Continue running your incentive, payout, and rewards programs through Plum. No changes to campaign setup, recipient lists, or integration code.
Track thresholds automatically
Plum monitors each recipient against the right jurisdictional limit: IRS $600, India 194R ₹20,000, or your custom-defined threshold. Tracked across emails, phones, and external IDs.
Prompt recipients at redemption
Eligible recipients are asked for their tax details inline during reward redemption. No awkward chase email later. Built-in e-signature captures consent.
Export structured data for filing
Download CSV or PDF packages organized for 1099 prep, 194R returns, or your finance team’s local format. Share with CPAs or push to your ERP.
Everything you would want to know
Data & privacy
What Plum sees vs. what stays with you
What Plum captures
Tax form fields the recipient provides at redemption. Threshold-crossing events. Signed consent records.
What never leaves Plum
Recipient tax data is encrypted at rest, region-isolated, and accessed only by role-based admin.
What you always control
Filing decisions. Threshold interpretation. Identity verification at filing. Your CPA stays in the loop.