> This page is for Documentation, version Get certified. > For other versions, use one of these documentation indexes: > - Integration guides (default): https://avalara.ferndocs.com/docs/integration-guides/llms.txt > - Refactor guides: https://avalara.ferndocs.com/docs/refactor-guides/llms.txt > - Get certified: https://avalara.ferndocs.com/docs/get-certified/llms.txt > - Agent to Agent (A2A): https://avalara.ferndocs.com/docs/agent-to-agent-a2a/llms.txt > - AI use cases: https://avalara.ferndocs.com/docs/ai-use-cases/llms.txt > - API versioning: https://avalara.ferndocs.com/docs/api-versioning/llms.txt > For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://avalara.ferndocs.com/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://avalara.ferndocs.com/_mcp/server. # 1099 & W-9 badge ### Administration & Utilities | Name | Type | Description | Comments | | ------------------------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | | Configuration window | Required | The configuration window must allow the user to specify the configuration/connection information. These include client credentials and service environment. | | | Test connection | Required | Test the connection to the 1099 service and verify the client credentials. | | | User Implementation Guide | Required | The User Implementation Guide should contain screenshots and information allowing the end user to configure and use the connector. | | ### Issuer Management | Name | Type | Description | Comments | | ---------------- | --------- | ------------------------------------------------------- | ------------ | | Create an issuer | Required | Register a new payer/issuer that will issue 1099 forms. | CreateIssuer | | Update an issuer | Suggested | Modify an issuer's contact, TIN, or address. | UpdateIssuer | | List issuers | Suggested | Retrieve list of registered issuers. | GetIssuers | | Delete an issuer | Required | Remove issuer record. | DeleteIssuer | ### 1099 Form Management | Name | Type | Description | Comments | | ---------------------------- | ----------- | -------------------------------------------------------------------------- | ------------------------------------- | | Create 1099 forms in bulk | Required | Submit multiple forms for IRS filing. | BulkUpsert1099Forms | | Track bulk-upsert job status | Conditional | Retrieve the status of a batch job. | GetJob | | Create a single 1099 form | Suggested | Allow customers to create 1 form at a time manually. | Create1099Form | | Enable federal e-filing | Required | Schedule the form for IRS submission. | Create1099Form or BulkUpsert1099Forms | | Enable state e-filing | Required | Schedule form for state agency submission (if applicable). | Create1099Form or BulkUpsert1099Forms | | Enable TIN matching | Suggested | Validate TIN against IRS records. | Create1099Form or BulkUpsert1099Forms | | Enable address verification | Suggested | Check mailing address validity. | Create1099Form or BulkUpsert1099Forms | | Enable e-delivery | Conditional | Send an electronic copy to the recipient if consented. | Create1099Form or BulkUpsert1099Forms | | Enable postal delivery | Conditional | Send a printed copy of the form to the recipient via postal mail. | Create1099Form or BulkUpsert1099Forms | | Download form PDF | Suggested | Retrieve a finalized PDF copy of a form. | Get1099FormPdf | | Update multiple forms | Required | Correct information on multiple forms regardless of the submission status. | BulkUpsert1099Forms | | Update a 1099 Form | Suggested | Correct information on a single form regardless of the submission status. | Update1099Form | | Retrieve forms by issuer | Suggested | List all 1099 forms for a given issuer. | List1099Forms | | Retrieve unscheduled forms | Suggested | List forms that you haven't yet scheduled for federal e-filing. | List1099Forms | | Retrieve undelivered forms | Suggested | Identify forms pending e-delivery. | List1099Forms | | Retrieve recently updated | Suggested | Return forms modified within a recent time window. | List1099Forms | | Retrieve invalid forms | Suggested | Identify forms marked invalid due to validation failures. | List1099Forms | | Retrieve TIN match failures | Suggested | Show forms where TIN validation with IRS failed. | List1099Forms | | Delete a form | Required | Delete a form that you haven't yet filed with the IRS. | Delete1099Form | ### Company Management | Name | Type | Description | Comments | | ------------------------ | --------- | ------------------------------------------------------------ | ------------- | | Create a company | Required | Register a business requesting W-series forms. | CreateCompany | | Update a company | Suggested | Allow updating the company's contact and configuration info. | UpdateCompany | | List companies | Suggested | Display a list of companies for selection or filtering. | GetCompanies | | Retrieve a company by ID | Suggested | Fetch full details of a specific company record. | GetCompany | | Delete a company | Required | Remove a company from your environment. | DeleteCompany | ### W-9 Form Management | Name | Type | Description | Comments | | --------------------------------- | ----------- | ----------------------------------------------------------------------------- | --------------- | | Create W-9, W-4, or W-8 form | Required | Initiate form entry and storage. | CreateW9Form | | Request an updated form via email | Conditional | Email a secure link to a recipient for form completion. | SendW9FormEmail | | Request a new form via email | Conditional | Create a new form and email a secure link to a recipient for form completion. | SendW9FormEmail | | Update an existing form | Suggested | Support manual updates before signature/submission. | UpdateW9Form | | Retrieve a specific form | Suggested | Return all metadata for an individual W-series form. | GetW9Form | | List forms | Suggested | Retrieve form list using filters (company, dates, status, and so on). | ListW9Forms | | Filter TIN match failures | Suggested | Find W-9s where TIN matching failed. | ListW9Forms | | Upload or replace form PDF | Suggested | Add a signed version of a form (if not using the UI flow). | UploadW9Files | | Delete a form | Required | Permanently remove an unwanted or invalid form. | DeleteW9Form | > **Note** > > Certification badge requirements. [View on Avalara](https://developer.avalara.com/certification/avatax/1099-w9-badge/).