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Avalara 1099 & W-9 integration guide

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About this guide

Plan your integration

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

Understand

Quick reference for 1099 integration
Supported form types
Glossary

Build

Authentication

Sandbox vs Production environments

Authentication methods in Avalara 1099 & W-9

Authentication methods overview
Authenticate using Client ID and Client Secret
Authenticate using Account ID and License Key
Use and renew the bearer token
Sandbox environment

File 1099 forms

Manage issuers (Payers)

Issuers(Payers) in 1099
Create an issuer
List issuers
Retrieve an issuer by ID
Update an issuer
Delete an issuer

File individual 1099 forms

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

Corrections in 1099 forms

Transaction workflow to correct 1099 forms
When do you file a correction?
Update a 1099 Form
Example: Update a 1099 Form

File 1099 forms in bulk

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

Retrieve the status of a 1099 form
Download a 1099 form in PDF format

Collect W-9 forms

Manage company

Create a company
List companies
Retrieve a company by ID
Update a company
Delete a company

Create W-9 forms

Manage vendor tax forms

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

Retrieve the status of a W-9 form
Retrieve status for multiple forms
Replace a PDF file for a W-9 form

Collect W-9/W-8 forms on your site (embedded component)

Embed W-9 and W-8 forms in your application
Create the example HTML page
Authorize the API Documentation
Get the data required for the API
Create and embed a form request
Update your HTML file
Collect and verify a W-9
Collect an example W-8BEN/BENE
Embedded component response
Configuration options

Error handling

Q-and-A

Authentication Q-and-A

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?

1099 forms Q-and-A

Which 1099 forms does the system currently support?
Can I create multiple issuers in 1 API call?
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?

Transaction workflow to correct 1099 forms