1099 filing and W-9 collection
The 1099 Center organizes vendor payment review, W-9 collection, filing batches, filed-form status, and corrections by tax year.
Review readiness
Use Overview for the filing timeline and action counts. Vendors shows 1099 payment totals and filters by eligibility, filing readiness, and W-9 state. Resolve missing entity type, TIN, and W-9 information before creating a filing batch.
Collect W-9s
The W-9 Status tab supports requesting a W-9, resending a request, syncing provider status, recording a manual upload, and opening an available document. Confirm vendor contact information before sending requests.
File and correct
- Open Review & File and create a draft batch from ready vendors.
- Include or exclude records after review.
- Submit the batch when filing data is complete.
- Use Filed to sync external filing status.
- Use Corrections for amount or filing-data corrections and name or TIN corrections to filed records.
Submission interacts with an external filing workflow. An InBlack submission state is not, by itself, proof of IRS acceptance; monitor the provider status shown in the Filed tab.
The current MCP catalog does not expose accountant 1099 or W-9 workflow tools. Use the Accounting UI and current GraphQL operations.