When you sync your Melio account with Tax1099, only the information for vendors with completed W-9 forms will be included. If you have vendors with pending W-9 forms, their payment data will not be synced, which could lead to an incomplete 1099 filing.
To ensure all your vendor data is included, you must resolve all pending W-9 forms before starting the sync.
This article explains how to resolve this issue and contains the following sections:
How to resolve pending W-9 forms
Step 1: Find the Vendors with pending W-9s
When you try to sync, you will see a message indicating that you have vendors with pending W-9 forms:
To find them:
1 - Go to your W-9 & 1099 tab.
2 - Look for the vendors with W-9 status as “Pending vendor” or “No W-9 on file”. You can use the Filter button for it.
Step 2: Requesting or uploading a W-9 form
Once you've identified a vendor with a missing form, you can resolve the issue in one of two ways.
Option A: Request the W-9 from a vendor
The most common way to resolve a pending W-9 is to request it from the vendor directly.
This option is available to Core, Boost, and Unlimited subscribers.
1 - Select the desired vendor, and, in the Taxpayer info section, switch the toggle next to Add W-9 form.
2 - Select Send request, and enter the vendor’s email. Then, click the Send request button.
- We’ll automatically email your vendor a secure link so they can fill out and submit the form directly.
Option B: Upload a completed W-9
If a vendor has already sent you a completed W-9 form (in PDF, PNG, or JPEG format), you can upload it to their profile in Melio.
1 - In the Taxpayer info section, switch the toggle next to Add W-9 form.
2 - Select Upload file and attach the file from your computer.
Step 3: Finalizing your Tax1099 sync
Once you have received and uploaded all of the W-9 forms from your vendors, you can proceed with your sync with Tax1099. To sync for the first time, check out our guide on How to e-file your 1099 forms and sync with Tax1099. If you’ve synced before, you can simply re-sync to include the new information.