1099/W9 Badge Requirements
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 |