Tax Compliance

W-9 Collection & 1099 Filing System

Manage IRS tax compliance for your affiliate program. Collect W-9 forms from U.S. affiliates, generate 1099-NEC forms, and maintain compliance with federal tax regulations.

W-9 forms apply only to U.S.-based affiliates. An affiliate's address country must be set to the United States for the W-9 workflow to activate.

Key Features

W-9 Collection

Digital W-9 form submission with e-signature support and TIN validation.

1099-NEC Generation

Automatic 1099-NEC form generation for affiliates earning $600+.

Review from Partners Page

Approve or reject W-9 submissions directly from the partner detail view on the Partners page.

How It Works

1

Affiliate Submits W-9

Affiliates complete the W-9 form in the Tax Center with their TIN, business information, and electronic signature.

2

You Review & Approve from the Partners Page

Open the partner detail view on the Partners page. The Tax Compliance (W-9) section shows the submitted form and lets you approve it or reject it with a reason.

3

1099 Forms Generated

At year-end, 1099-NEC forms are automatically generated for affiliates who earned $600 or more.

4

Email Notifications

Affiliates receive email notifications when their W-9 is approved, rejected, or when their 1099 is ready.

IRS Requirements

Why W-9 forms are required: The IRS requires businesses to collect W-9 forms from independent contractors (including affiliates) before making payments of $600 or more in a calendar year.

Key Deadlines

  • January 31: 1099-NEC forms must be filed with the IRS
  • January 31: Affiliates must receive their 1099 copy
  • Ongoing: Collect W-9 before first payment over $600

Backup Withholding

Without a valid W-9 on file, you may be required to withhold 24% of payments for backup withholding and remit to the IRS.

The system automatically tracks which affiliates need W-9 forms and sends reminders.

Security & Compliance

AES-256 Encryption

All TINs (SSN/EIN) are encrypted at rest using bank-level encryption

TIN Masking

TINs are never displayed in full - only last 4 digits are shown

Audit Logging

All access to sensitive tax data is logged for compliance

Next Steps

W-9 Forms Guide

Learn how affiliates submit W-9 forms and how the approval process works.

1099 Generation

Understand the 1099-NEC generation process and year-end reporting.