Request 1099s

Ask Every to file a 1099 for a vendor on Payments → Vendors, and download it from the same page once it’s ready. Company Admins, Bookkeepers and Accounts Payable users can request 1099s after your company finishes onboarding. Company Admins and Bookkeepers can also download them. The Accounts Payable role alone doesn’t allow downloads.

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Before you begin

When you answer Yes while adding a vendor, Every doesn’t save the vendor until it has:

• The vendor’s Entity Type, name and Type of TIN (SSN or EIN)
• A 9-digit TIN
• The vendor’s street, city, state and zip code
• A QBO Vendor, if your accounting software is connected

You can also turn on a request with the switch on Vendors or in Tax settings, and add these details later.

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Request a 1099

The tax year is the current year from February to December, and the previous year in January. It shows in the question you answer. Tax settings is in the vendor’s details: in the menu at the end of the vendor’s row, select Edit vendor. The menu button shows when you point at the row.

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Follow a request

All vendors shows all your vendors, and 1099 vendors only those with a request on. The Request 1099 column shows where each 1099 stands: A request made in Tax settings shows Pending right away. A request made with the switch shows Requested. Every files the 1099 for you. When it’s ready, select Download 1099 in the column. Every opens the 1099 as a PDF in a new tab.

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Turn off a request

Once a request is on, the column shows its status instead of the switch, so you turn the request off in Tax settings.

1. In the menu at the end of the vendor’s row, select Edit vendor.
2. In Tax settings, choose No, do not request 1099 filing.

This cancels the request. If the filing was already transmitted and can’t be removed, Every shows “1099 filing for {year} has already been transmitted” and stops requesting 1099s for the vendor from then on.

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Check the W-9

W9 status reads Completed when Every has the vendor’s entity type, TIN and address, and Missing information when it doesn’t. It doesn’t read an uploaded W-9 file. To get what’s missing from the vendor, see Collect vendor details. You can also upload the vendor’s W-9 as a PDF under Upload W9 (optional) in Tax settings.

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Adjust the spend on a 1099

Once a vendor’s request shows Pending or Download 1099, Tax settings shows YTD 1099 Spend ({year}), the amount Every files on the vendor’s 1099. Enter the amount you want, and Every saves it when you leave the field. The Year to date spend column then shows your amount. When the field says the amount was already filed on the 1099 form, you can’t change it. It unlocks for the next 1099 filing.

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Review 1099s each January

The Annual 1099s review card shows at the top of All vendors and on Home when your accounting software is connected and your company has an active Every bookkeeping plan. It shows only in January, and its deadline is January 31. Select Hide to collapse it. The card asks you to confirm the final list of vendors before the date it shows, and Every does the rest. Select See vendors to open the list on the 1099 vendors tab. A badge such as “4 missing” counts every vendor on All vendors whose W9 status isn’t Completed, and each Learn more opens Every’s guide in a new tab.