Core requirements overview

Issuer management

1099 form creation and delivery

1099 form correction

1099 status tracking

1099 deletion operations

Company (payer) management

Form creation and management

Form deletion

Authentication methods overview

Scenario 1: Customers with access to Avalara

Scenario 2: Customers without access to Avalara

Use and renew the bearer token

Sandbox environment

Issuers(Payers) in 1099

Create an issuer

List issuers

Retrieve an issuer by ID

Update an issuer

Delete an issuer

Transaction workflow to file an individual 1099 form

Prerequisite for filing 1099 forms

Create a 1099 form

Example: File a 1099 form

Validation model for creating and updating 1099 forms

Transaction workflow to correct 1099 forms

When do you file a correction?

Update a 1099 Form

Example: Update a 1099 Form

Transaction workflow to bulk file 1099 forms

Process small batches of 1099 forms

Process large batches of 1099 forms

Create or update multiple forms

Example: Create or update multiple forms

Create a company

List companies

Retrieve a company by ID

Update a company

Delete a company

Request an updated W-9 form from a vendor

Create and send the W-9 form in 1 step

Send or resend from an existing W-9 form

What authentication method does the Avalara 1099 & W-9 API use?

How do I generate a bearer token?

How do I get my Account ID and License Key?

How long is the bearer token valid, and how do I refresh it?

Can I use the same License Key for multiple Avalara APIs?

Which 1099 forms does the system currently support?

Can you make issuer corrections via the UI?

Are issuer endpoints limited to single-record operations?

What does POST /1099/forms/bulk-upsert do?

Can I use mixed form types in the same bulk-upsert request?

How does the API distinguish between new and updated forms?

Can I use this endpoint for corrections?

How is job status tracked after a bulk submission?

How long does a bulk-upsert job take to complete?

How do I retrieve a PDF version of a 1099 form?

Can I retrieve multiple PDFs in 1 call?

When is the PDF available after submission in a bulk-upsert operation?

Do payload field names require camelCase?

Does the API validate fields per form type during bulk-upsert?

How are corrections handled?

Is a zero-out required to void a submission?

Can you submit multiple corrections at once?