Vendor Onboarding W9-1099 Chaser by Mypowerly

Standalone W-9 PDF generation (free) Use WordPress as a quick W-9 tool:

• Fill out a W-9 web form.
• Add an electronic signature.
• Download a printable PDF and freely share with whoever requests it from you.

This standalone PDF tool is intended for convenience and is processed in the browser. No private / confidential information is either shared or stored. Request Access to Free Beta Testing "Automate vendor onboarding - W-9 compliance & 1099 Electronic Filing (in minutes)" Join our beta program to test advanced vendor onboarding features including:

• Automated W-9 form collection
• Contractor compliance tracking
• 1099 electronic filing preparation
• Vendor management workflows

Optional: Connect with MyPowerly.com for advanced workflows For advanced workflows, an administrator can connect the site to an external API provider:

• Official website: https://wp-1099.com/
• Primary service used by this plugin: https://www.mypowerly.com/
• Partner platform: https://wp-1099.com/become-a-partner
• Support email: support@mypowerly.com

MyPowerly.com provides the backend API, automations and workflow services used by the connected features in this plugin. When optionally connected for advanced features, WordPress is used only as an interface/bridge for user-initiated actions such as connection, manual sync operations, and widget generation. NEW: Automatic Webhook Integration The plugin now features a robust automatic webhook system that seamlessly integrates with MyPowerly:

• Automatic webhook configuration during connection setup
• Real-time data synchronization for all plugin events
• Secure webhook authentication with HMAC-SHA256 signatures
• Comprehensive event tracking for affiliates, profiles, plugins, and more
• Easy webhook testing with built-in verification tools
• Fallback webhook URLs for maximum reliability
• Manual webhook configuration for advanced users

Data Transmission Clarification The plugin can function independently and does not transmit data automatically or in the background. Data is transmitted to external services only for advanced features when an administrator initiates a connection or manually runs a sync action in the WordPress admin. Depending on the specific administrator-initiated action, transmitted data may include high-level categories such as site profile information, team member records, payees / affiliates / vendors / independent contractors metadata, or widget configuration data selected by the administrator. NEW: Webhook Data Transmission When webhooks are configured (automatically during connection or manually), the plugin sends secure webhook notifications to MyPowerly for the following events:

• Profile synchronization events
• Plugin data synchronization
• Affiliate/vendor data updates
• Team member invitations
• Form plugin synchronization
• Contractor plugin data sync
• Accounting/bookkeeping plugin sync
• Wallet/payout plugin synchronization
• W-9 payee data submissions All webhook data excludes sensitive tax information (TIN/SSN/FEIN) and uses HMAC-SHA256 authentication for security.

NEW: Google Drive Integration (Optional) When Google Drive integration is enabled by an administrator:

• Data is transmitted to Google Sheets in your personal Google Drive account
• Only data you explicitly configure for sync is sent to Google Sheets
• Requires explicit Google account authorization with Drive and Sheets permissions
• You must create Google Sheets in your account before connecting
• Real-time sync occurs via webhook events when configured
• No sensitive tax information (TIN/SSN/FEIN) is transmitted to Google Sheets
• You maintain full control over your Google Drive data and can revoke access anytime ⚠️ This plugin by itself does not file tax forms, submit 1099s, or provide tax advice. All such functionality is implemented as advanced features inside our secure backend services provider.

What this plugin does

• Includes a W-9 PDF fill/download tool (client-side) for convenience and easy sharing.
• For advance automation and features:
• Connects your WordPress site to an external MyPowerly account using the new External Connect API.
• Automatically configures secure webhook endpoints for real-time data synchronization.
• Lets administrators run manual, user-initiated sync actions (for example: site profile, team members, and payees / affiliates / vendors / independent contractors records).
• Provides comprehensive webhook event tracking for all sync operations.
• Optionally helps generate and embed a W9 data collection widget provided by the external service.
• Includes built-in webhook testing and verification tools for easy troubleshooting.

What this stand alone plugin does not do

• It does not file tax forms.
• It does not submit 1099s.
• It does not file 1099 forms.
• It does not provide tax advice.

Sensitive data handling (TIN/SSN/FEIN) W9 – 1099 Chaser works in stand alone mode. Therefore it does NOT transmit taxpayer identification numbers (TIN), including SSN/FEIN, to MyPowerly or to any connected MyPowerly platform. The plugin explicitly excludes common TIN-related fields from API transmissions.

1.0.5

• NEW: Automatic webhook integration with MyPowerly platform
• NEW: External Connect API for enhanced security and reliability
• NEW: Comprehensive webhook event system for real-time data sync
• NEW: Built-in webhook testing and verification tools
• NEW: Automatic webhook configuration during connection setup
• NEW: HMAC-SHA256 webhook authentication for security
• NEW: Support for multiple webhook targets (manual + automatic)
• NEW: Enhanced wallet/payout plugin synchronization
• NEW: Improved error handling and debugging capabilities
• NEW: Comprehensive webhook documentation and testing guides
• IMPROVED: Connection flow now uses authorization codes instead of encrypted credentials
• IMPROVED: Enhanced data scrubbing to exclude sensitive tax information
• IMPROVED: Better fallback handling for webhook URL variations
• IMPROVED: More robust credential validation and token refresh
• SECURITY: Enhanced webhook signature verification
• SECURITY: Improved credential encryption and storage
• Updated readme with comprehensive feature descriptions and FAQ
• Removed IRS dependencies for standalone PDF generation
• Enhanced privacy disclosures and service descriptions

1.0.4

• Bugfix: ensure the W-9 admin sync button triggers the sync handler.

1.0.3 1.0.2

• Documentation and packaging fixes.

1.0.1

• Documentation and disclosure updates.

1.0.0

• Initial release.

1.0.2 Documentation and packaging fixes.