BUILT FOR
How it all works
The process behind every filing, no matter how many you have.
Data Import
7 batches
batch_0014.jsonl
Ingesting
part_0001.xml
Ingested
batch_0002.csv
Ingested
STEP 1
Transactions and forms flow in, in your native format.
Send us your transaction records and forms however you export them no reformatting, no new pipeline to build just for Nutshell.
Total Matched
792,114
98.5%
Total Unmatched
11,382
1.4%
TOP MISMATCH REASONS
TIN missing
2,846
Name mismatch
2,193
Pending IRS Response
1,745
STEP 2
TIN matching runs continuously.
Nutshell provides ongoing access to TIN matching against IRS records for as long as an account is active. As accounts age, names change, and records shift, mismatches surface early well before the IRS deadlines.
Require Review
19,417
Warning Types
8
TOP WARNING TYPES
State withholding info incomplete
9,388
Federal withholding inconsistent
3,033
Zip code format invalid
2,073
STEP 3
Validation runs; warnings get triaged.
Automated checks flag incomplete or inconsistent data on ingestion. A compliance-required sample of flagged forms gets manual review before anything moves forward.
C
K
B
Aggregated from every platform
4.2M transactions
$42.1M
Proceeds
−
$23.7M
Cost Basis
=
$18.4M
Gain / Loss
STEP 4
Cost basis and gain/loss are calculated.
When needed, Nutshell also calculates cost basis and gain/loss directly from your transaction data, built to handle millions of transactions across complex, multi-platform histories.
Your tax document is ready!
Your 2025 Consolidated 1099 is now available.
View Tax Forms
Opened 2 minutes ago
STEP 5
Statements are delivered for you, branded and secure.
Recipients get a secure link to a clear statement — consolidated or per-form, however your accounts are structured — with delivery tracked from send to open. Every statement reflects your branding and is written to be understood without a phone call, so your team isn't staffing up every season to explain what it means.
Filed On Time
Every jurisdiction, every deadline
IRS
On time
230,566 forms
States
47 of 51
+ DC & territories
CARF
On time
All batches sent
STEP 6
Forms are filed on time: with the IRS, states, and CARF.
Because everything upstream stays clean and current, filing happens on time, not as a last-minute push. Corrections and amendments are issued cleanly, and every submission is tracked from generation through acceptance.
Document Retention
WORM-compliant
Search any filing, form, or delivery record…
RECENT ACTIVITY
Validation logged — TX-2024-0842
Mar 15
Filing accepted — 1099-B batch
Mar 14
Statement delivered — recipient #4471
Mar 13
STEP 7
Every document and filing stays retained and searchable.
Every action, including validation, filing, and delivery, is logged and stored under WORM-compliant retention, searchable the moment compliance needs it, not reconstructed after the fact.
Why switch to Nutshell
Fast where it counts, careful when it matters.
Built for platforms filing at scale
Deep experience in regulated finance
CAPABILITIES
Everything year-round tax reporting actually requires
Nutshell handles the full filing lifecycle, including:
We file your W-2s too, because your workforce isn't just one or the other.
Most platforms treat contractor and employee tax reporting as two separate problems, run through two separate vendors. Nutshell doesn't.
TWO SEPARATE VENDORS
1099 Vendor
W-2 Vendor
ONE PLATFORM
Nutshell
1099s + W-2s
Send your payroll and payee data once, in your native format, and Nutshell generates and files both 1099s and W-2s from the same platform. No second integration, no reconciling two systems every January, no explaining to your team why the contractor side and the employee side don't talk to each other.
