Understand

Guide: 1099 & W-9

Follow these steps to integrate with the Avalara 1099 API, including authentication, filing, and tracking forms.

Use this quick reference to see the main steps you need to follow when integrating with the Avalara 1099 API. This checklist helps you plan your workflow at a glance. Each step links to detailed instructions, so you can explore further when you need more information.

Steps to integrate with the 1099 API

1. Authenticate with the Avalara 1099 API

   Authenticate using a bearer token generated from your account ID and license key. Include this token in all API requests.

   For details, refer to Authentication methods overview.

2. Create or select an issuer (payer)

   Before you can file a 1099 form, you must associate it with an issuer. An issuer is the payer responsible for reporting payments to the IRS.

   • Create a new issuer with POST /1099/issuers.
   • Or use GET /1099/issuers to retrieve an existing issuer ID.

   For details, refer to Issuers(Payers) in 1099.

3. File 1099 forms

   You can file 1099 forms individually or in bulk.

   • For individual filings, use POST /1099/issuers. For details, refer to Create a 1099 form.
   • For bulk filings, use POST /1099/forms/bulk-upsert. For details, refer to Transaction workflow to bulk file 1099 forms.

4. Schedule delivery and filing options

   Use action flags to configure federal efile, state efile, e-delivery, and postal mail.

   For details, refer to Understand form-level action flags.

5. Make corrections when needed

   If a 1099 form has errors or changes, you can update it with PUT /1099/forms/{id} or resubmit multiple forms using bulk-upsert.

   For details, refer to Transaction workflow to correct 1099 forms.

6. Track form status

   Check the status of any form to confirm e-filing, mailing, delivery, TIN match, or address verification results. Retrieve current status for filing, delivery, TIN match, and address verification using GET /1099/forms/{id}.

   For details, refer to Retrieve the status of a 1099 form.

7. Handle errors

   If a request fails, review error codes, validate your payloads, and implement retry logic with correlation IDs for troubleshooting. Check error responses, validate your payloads, and implement retry strategies with correlation IDs.

   For details, refer to Error handling.

When you follow these steps, you’ll have a complete workflow for creating, filing, correcting, and tracking 1099 forms using the Avalara API.