Mercury is designed to simplify your essential financial workflows by powering them directly from your Mercury account. Read on to discover more ways we’ve improved your experience this month.
📑 Quickly request W-9 tax documents
Organizing your 1099 filing this tax season just got simpler. Now you can quickly request W-9s and other tax documents from your vendors, contractors, and freelancers individually or in bulk, save those documents for future reference, and download essential tax data in just a few clicks. This is handy if you paid more than $600 to any contractor, freelancer, or vendor in 2024 because you’ll need their tax documents to file your 1099 form(s) on time.
Head to your Recipients page and select who you need documents from, and they’ll receive a secure invitation to upload their business info. When it’s time to file 1099s, simply click “Export” to download everything you need for your tax software or IRS submission. Check out our help center article to learn more about how this works. Or, try it on our demo site.
🔗 Coming soon: Link your HR and payroll system to Mercury
Here’s a sneak peek of something coming soon: Integrate Mercury directly with your HR tool and payroll systems (like Gusto, Deel, Justworks, and more). You’ll be able to:
- Invite all (or just some) teammates at once. Customize their roles and permissions, and issue cards with tailored limits and controls.
- Keep your team up to date. Sync employee details like title and department changes to Mercury to keep your team’s information consistent with your source of truth.
- Streamline personnel changes. When employees leave your company, we’ll automatically prompt you with steps to offboard them from your Mercury account.
Keep an eye out for when we announce this launch.
Bite-sized improvements:
- Waive a card spend policy: For predictable recurring expenses like subscriptions, a receipt isn’t always necessary. For cases like these, you now have the ability to exempt select merchants from your receipt policy.
- One-time receipt policy dismissals: If you or a team member loses or is unable to provide the receipt for a card transaction, you can now dismiss the requirement for that transaction.
Don't have a Mercury account yet? Give our customizable demo a spin — it’s outfitted with all our latest bells and whistles to give you the full product experience.