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

Sandbox vs Production environments

Retrieve the status of a 1099 form

Download a 1099 form in PDF format

Create W-9 forms

Retrieve the status of a W-9 form

Retrieve status for multiple forms

Replace a PDF file for a W-9 form

Embed W-9 and W-8 forms in your application

Create the example HTML page

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

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 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?