Xoxoday Plum tracks participants across multiple research studies and reward initiatives for 1099 tax reporting compliance, automating W-9 form collection and maintaining audit-ready records aligned with federal tax regulations.
Cross-Study Participant Tracking
When participants receive incentives across multiple studies or reward programmes, Xoxoday Plum consolidates their activity into a single unified record. This cross-study tracking ensures that cumulative reward values are correctly attributed to each individual — a critical requirement when total payouts approach or exceed the IRS reporting threshold. For organisations running simultaneous initiatives — such as market research panels, employee recognition programmes, and consumer feedback campaigns — this unified view eliminates the effort of piecing together records from disconnected sources. Xoxoday Plum maintains continuity across the full programme lifecycle, regardless of how many separate studies a participant joins.Automated W-9 Collection
Xoxoday Plum automates the collection and management of W-9 forms for US-based participants. When a participant’s cumulative rewards approach reportable limits, the system prompts them to submit their taxpayer information directly within the platform workflow. This removes one of the most common compliance bottlenecks: chasing participants for documentation after rewards have already been disbursed. For example, an organisation running a multi-wave consumer research study integrated with SAP SuccessFactors can trigger W-9 requests automatically as participants accumulate incentives across waves. The entire collection process runs without manual intervention from the rewards or finance team.Audit-Ready Records
Every reward disbursement, participant interaction, and form submission is logged in an audit-ready format. Xoxoday Plum stores these records in a structure that supports federal tax regulation requirements, enabling your organisation to produce accurate documentation quickly during audits or year-end tax preparation cycles. This level of record integrity is especially relevant for organisations subject to SOC 2 Type II requirements, where demonstrating consistency and traceability across financial workflows is a compliance prerequisite — not an optional enhancement.Compliance Without Additional Overhead
Xoxoday Plum integrates with HR and enterprise platforms including Workday and Darwinbox, so participant data flows directly between your existing systems and your compliance records. There is no need to export spreadsheets or manually consolidate data across tools; Xoxoday Plum maintains a continuous, accurate audit trail throughout every programme. For distributed programme teams managing incentives across geographies, this means 1099 obligations are met consistently — without placing additional administrative burden on individual programme managers or requiring specialist tax knowledge at the operational level. Learn more: [Xoxoday Plum Help Centre — 1099 capabilities](W-9 Form Collection and Verification
How Xoxoday Plum automates W-9 requests and validates taxpayer information for US-based reward recipients.
Reward Disbursement Reporting
How Xoxoday Plum generates disbursement reports across programmes to support financial and compliance audits.