Yearly Incentive Limits & 1099s

You can turn on limits across all your team members, incentive orders, and studies. This will show you and help prevent any given recipient from receiving more than a specified amount per calendar year. This is generally to avoid anyone needing to get a 1099, but it could simply be used to restrict people from getting paid too many times, or too much. 

Please note that Ethnio is not a payment processor, and only distributes your rewards to payment processors like PayPal or Amazon. Ethnio does not issue 1099s or any other tax documents. Even payment processors like PayPal typically don't issue 1099s unless you pay someone $20,000USD or more in one year. Your tax liability is 100% up to your organization and Ethnio simply places your orders at the best payment processors on your behalf.

Where do I see the limits?

On Responses, if you click the columns button on the top right, you can turn on a YTD incentive limit column that can show you how much any participant has been paid to help you decide if you should invite them:

You see the limits when you go to pay a new batch. If someone is getting close, or surpassed their limit, you'll see it on the first page of the Pay Flow. They never stop you from paying someone. For Enterprise customers, participants above their YTD limit will be blocked by Pool Rules for receiving an invite to a new study.


To make absolutely sure nobody is getting more than the yearly limit, we cross-reference each recipient email against all other emails they might have used in previous incentive batches when they redeemed a rewardRead more about this here.

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