Your agent can track 1099 vendor totals

Tracks year-to-date payments per vendor against the 1099 reporting threshold on the first business day of each month and surfaces vendors approaching or crossing the line. It flags missing W-9s on the watchlist before year-end so the team collects them without a December scramble. It files nothing. Other days it checks the calendar, saves state, and stays silent.

Finance Financial operations Vendor management
  • Totals year-to-date payments per vendor against the 1099 threshold each month
  • Surfaces vendors crossing the line and those on pace to cross by year-end
  • Flags reportable vendors missing a W-9 before the December scramble
  • Produces a ready-to-file list and files nothing itself