Vendor Onboarding W9-1099 Chaser by Mypowerly

Stop chasing vendors for W-9s. Automate it inside WordPress. If your WordPress site pays affiliates, contractors, or vendors — you are legally required to collect a signed W-9 before issuing a 1099 at year-end. Most store owners handle this over email, in spreadsheets, or not at all — until the IRS deadline hits. ⚠️ One missing W-9 can trigger an IRS penalty of $310 per form. Intentional disregard carries penalties with no maximum cap. W-9 1099 Chaser is the only WordPress-native plugin that automates the full compliance workflow — from the first W-9 request to the final IRS e-file — without a single data export or CSV upload. The Problem This Solves Without this plugin, collecting a W-9 means emailing a blank IRS PDF, waiting for your contractor to print it, fill it by hand, sign it, scan it, and email it back — if they ever do. Not every contractor has a printer. Not every gig worker has PDF software. And almost none of them want to figure out how to digitally sign a PDF on their phone at midnight. W-9 1099 Chaser lets your affiliates and contractors self-serve: visit your site, fill out the web form, sign it digitally, and download a completed W-9 PDF — in minutes, on any device, with no software to install. Your onboarding starts immediately instead of stalling in someone's inbox. Free: Standalone W-9 Tool (No Account Needed) Use your WordPress site as an instant W-9 station. No account required to get started. Three Access Modes — Deploy the W-9 Form Your Way

• Public Mode — The W-9 webform is freely available to any visitor. They can fill it out, sign it, and download their completed W-9 PDF at any time.
• Protected Mode — Share access selectively via a PIN or secret key. Ideal if you only work with approved contractors or affiliates and want to control who can submit a form.
• Private Mode — For internal use only. Only the store owner can access the form — perfect for generating your own W-9s without making anything public.

Free Tool Features

• Electronic Signature — Built-in e-signature included free; no third-party tool needed
• Two PDF Output Options
• Official IRS W-9 PDF — auto-filled from your web form entries
• Print-to-PDF version — a reliable backup if needed (consult your legal counsel on which format suits your use case)
• Gutenberg Block — Embed the form natively in the block editor; no shortcode required
• Shortcode Support — Works in any page builder or classic editor via [w91099ch_w9_form]
• Responsive Design — Mobile-friendly; gig workers can complete and sign their W-9 from any phone with no printer or PDF software needed
• Frontend & Backend Display — Responsive form accessible from both the admin panel and public-facing pages

Connected: Full Vendor Compliance Automation (Free to Start) For WooCommerce stores, affiliate programs, and marketplaces that need to collect W-9s at scale — connect to MyPowerly and automate everything. Automatic Detection

• Auto-detects new affiliates and vendors the moment they join your store
• W-9 request sent automatically — no manual work required

Multi-Channel Vendor Chasing

• Send W-9 requests via Email, SMS, WhatsApp, or VoIP
• Smart follow-up reminders chase non-responsive vendors automatically
• You never have to write another "please send your W-9" email

Compliance Enforcement

• Real-time status dashboard — see who has signed, who is pending, who is overdue
• Flag vendors who hit the $600 IRS reporting threshold without a W-9 on file
• Freeze payments to non-compliant vendors before you pay them in error

Year-End Filing

• TIN Matching validates every tax ID before filing — eliminates the most common cause of IRS B-Notices and penalties
• Optional 1099 e-filing at industry-low per-form pricing — no re-entry, no accountant required
• Google Sheets sync — export your full vendor and W-9 status to your own Google Drive

Your Brand, Your Portal

• White-label vendor portal with your logo, colors, and domain
• Invite your accountant or bookkeeper to manage filings under their own login

Who This Is For

• WooCommerce marketplace owners paying sellers or affiliates
• WordPress sites using AffiliateWP, Dokan, WC Vendors, SliceWP, or YITH
• Bookkeepers and CPAs managing compliance for multiple client sites
• Any WordPress site paying independent contractors over $600/year

Works With Direct Integration (auto-detection + sync):

• AffiliateWP
• SliceWP
• YITH WooCommerce Affiliates
• WP Affiliate Manager
• WC Vendors
• Dokan
• WCFM Marketplace

Heuristic Detection:

• Affiliate for WooCommerce
• Ultimate Affiliate Pro
• Easy Affiliate
• Tapfiliate
• WP Affiliate Platform

Also connects with:

• Google Sheets
• Google Drive
• Outlook
• Gmail

Free vs. Connected Feature | Free (Standalone) | Connected (MyPowerly) ------------------------------------------- | ----------------- | -------------------- W-9 PDF fill & download | Yes | Yes Electronic signature | Yes | Yes Three access modes (Public / Protected / Private) | Yes | Yes Gutenberg block support | Yes | Yes Auto-detect new vendors/affiliates | No | Yes Bulk W-9 request sending | No | Yes Email / SMS / WhatsApp / VoIP delivery | No | Yes Real-time compliance dashboard | No | Yes Payment freeze for non-compliant vendors | No | Yes TIN Matching | No | Yes Audit trail & legally binding eSignature | No | Yes White-label vendor portal | No | Yes 1099 e-filing | No | Add-on Connected features require a free MyPowerly account. Advanced features are usage-based — no monthly subscription fee. Why Not Just Hire an Accountant? An accountant charges ~$500 once a year and does nothing in between. They don't chase your vendors in August when they go quiet. They don't freeze a payment when a vendor crosses the $600 threshold without a W-9 on file. They don't send a WhatsApp reminder on a Tuesday morning. W-9 1099 Chaser does all of that automatically, year-round, without you touching anything. For accounting professionals who want to stay involved — they can be invited into the platform and manage multiple client sites under their own white-label portal. We don't replace accountants. We make them look good. Security & Data Handling Sensitive tax data (TIN / SSN / FEIN) is never transmitted through the WordPress plugin Data goes directly to MyPowerly's secured backend with AES-256 encryption at rest and TLS in transit No background data sync — all transmissions are administrator-initiated No ads. No hidden tracking. Full subprocessor transparency. ⚠️ This plugin does not file tax forms or provide tax advice. All 1099 filing is handled by the connected MyPowerly service. Privacy Policy: https://wp-1099.com/w9-1099-chaser/privacy-policy/ Terms: https://wp-1099.com/w9-1099-chaser/terms/ One-Line Positioning Statement "The only 1099 and W-9 compliance platform built inside WordPress — from vendor onboarding to IRS e-filing, with zero data exports." "Automate vendor onboarding - W-9 compliance & 1099 Electronic Filing (in minutes)" Connect with our platform for 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. 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.