Vendor Onboarding W9-1099 Chaser by Mypowerly

Deskripzioa

Every WordPress store paying affiliates or vendors faces the same
legal requirement: collect a signed W-9 before issuing a 1099 at
year-end.

Most store owners discover this in January — when vendors have
already been paid, W-9s are missing, and IRS penalties of $310
per form are on the table.

W-9 1099 Chaser automates the entire compliance workflow from
inside WordPress — from the first W-9 request to direct IRS
e-filing — with no CSV exports, no manual field mapping, and no
third-party filing service standing between your data and the IRS.

The only WordPress-native plugin with its own IRS-authorized
Transmitter Control Code (TCC) and direct integration into both
the IRS FIRE System and the IRS IRIS System.

Free to install. Free W-9 tool included. Connect to MyPowerly
to unlock full automation.

Here are the compliance gaps this plugin was built to close —
gaps that no other WordPress plugin addresses in a single install.

The Problem

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 none of them want to figure out how to digitally
sign a PDF on their phone at midnight.

Tools like Google Forms and JotForms collect data but produce no
IRS-compliant W-9 PDF, no legally binding e-signature, and no
TIN validation. DocuSign and HelloSign can capture a signature —
but the signed PDF still lands in your inbox as an attachment
that someone has to manually re-enter into your filing system.

WP1099 and similar plugins export a CSV and stop there. You still
have to upload it to a third-party service, manually map the
columns, pay their per-form fees, and hope the mapping was correct
before the IRS receives it.

W-9 1099 Chaser goes further than any WordPress plugin in this
category. Your vendor data flows directly from WordPress to the
IRS — with no CSV, no intermediary, and no manual steps.

Free: Standalone W-9 Tool (No Account Needed)

Install the plugin and the W-9 webform is immediately available
inside your WordPress admin dashboard. No configuration required.

Three access modes — deploy the form your way:

  • Public Mode — any visitor can fill out, sign, and download a
    completed W-9 PDF instantly. No login required.
  • Protected Mode — restrict access via a PIN or secret key.
    Ideal for stores with selective contractor or affiliate criteria.
  • Private Mode — internal use only. Only the store owner can
    access the form.

Free tool features:

  • Built-in electronic signature — no third-party tool required
  • Two PDF output options: official IRS W-9 PDF (auto-filled from
    webform entries) + Print-to-PDF backup
  • Gutenberg block — embed natively in the block editor
  • Shortcode support — [w91099ch_w9_form] works in any page
    builder or classic editor
  • Mobile-friendly — works on any device with no printer or PDF
    software needed
  • No data stored in WordPress — processed entirely in the browser

Free embeddable W-9 widget — works on any website:

A standalone floating widget (built in React.js) that works on
WordPress, Shopify, Google Sites, PHP, .NET, and any custom HTML
site. Visitors enter their email or mobile number, receive a
magic link, complete the W-9 webform with MFA-verified
e-signature, and receive their completed IRS W-9 PDF — all
without creating an account or downloading anything.

Connected: Full Vendor Compliance Automation

Connect to MyPowerly via OAuth 2.0 — auto-configuration takes
under 2 minutes. Your existing affiliate and vendor plugins are
detected automatically. Field mapping is handled for you.

Automatic W-9 collection:

  • New affiliate joins your store — webhook fires and W-9 request
    sent automatically before you are even aware they signed up
  • Existing vendors with missing W-9s — single sync identifies
    every gap and begins chasing immediately
  • Multi-channel delivery: Email, SMS, WhatsApp, and VoIP — all
    automated
  • If a vendor returns a W-9 signed via DocuSign or HelloSign,
    MyPowerly extracts all data fields automatically — no manual
    re-entry required

Two-layer $600 threshold monitoring:

  • Layer 1 — inside WordPress: vendor row highlighted and banner
    alert fires inside your affiliate plugin dashboard before the
    payment is processed
  • Layer 2 — inside MyPowerly: tracks payments across all
    connected sources. If $400 came through AffiliateWP and $250
    through Stripe, MyPowerly recognizes the $650 combined total
    and alerts you — even though no single platform saw the
    threshold crossed
  • Payment freeze for non-compliant vendors — stops a payout
    before it goes through

Direct IRS e-filing — no intermediary:

MyPowerly files 1099s directly with the IRS using its own
authorized Transmitter Control Code (TCC) — with direct
integration into both the IRS FIRE System and the IRS IRIS
System. No CSV. No third-party filing service. No manual field
mapping. Federal filing for all supported 1099 form types
available now. State-level filing coming in 4 to 6 weeks.

Also included:

  • Built-in e-signature with Multi-Factor Authentication and
    legally binding timestamped audit trail
  • TIN Matching — validates every tax ID against IRS records
    before filing [Shipping Soon]
  • Cross-platform payment aggregation — combines payments from
    multiple WordPress plugins, multiple sites, and Stripe into
    one accurate vendor total
  • Google Sheets sync — export vendor and W-9 status to your
    own Google Drive
  • White-label vendor portal — your logo, your domain, your brand
  • Workspace model — manage multiple client sites from one
    MyPowerly dashboard

Who This Is For

  • WooCommerce store owners running affiliate programs or
    multi-vendor marketplaces who are tired of chasing W-9s every
    January
  • WordPress developers and agencies who want a compliant,
    low-friction plugin to recommend and deploy for clients — with
    OAuth 2.0 auto-setup and a white-label portal included
  • Bookkeepers and CPAs managing compliance for multiple SMB
    clients — with separate workspaces per client and optional
    consolidated IRS submissions across your entire book of business

Works With

Full direct integration (auto-detected, auto-mapped):
SliceWP · WP Affiliate Manager · YITH WooCommerce Affiliates ·
WC Vendors · Dokan Lite and Pro

AffiliateWP: dedicated direct integration in active
development and shipping soon — currently detected via the
heuristic engine.

Heuristic detection (broad compatibility):
Ultimate Affiliate Pro · Easy Affiliate · Tapfiliate · WP
Affiliate Platform · itthinx Affiliates · Affiliate for
WooCommerce · WCFM Marketplace · WooCommerce Product Vendors ·
Easy Digital Downloads Commissions · WPMU DEV Affiliates

Payment platforms:
Stripe (live) · Google Drive / Google Sheets (live) ·
Shopify (coming soon) · PayPal (coming soon)

Widget compatibility:
WordPress · Shopify · Google Sites · PHP · JSP · .NET ·
Any custom HTML website

Free vs. Connected

Feature / Free Standalone / Connected (MyPowerly)

  • W-9 PDF fill and download / Yes / Yes
  • Electronic signature / Yes / Yes
  • Three access modes (Public, Protected, Private) / Yes / Yes
  • Gutenberg block and shortcode / Yes / Yes
  • Free embeddable W-9 widget / Yes / Yes
  • Auto-detect new vendors and affiliates / No / Yes
  • Bulk W-9 requests for existing vendors / No / Yes
  • Email, SMS, WhatsApp, VoIP delivery / No / Yes
  • Two-layer threshold monitoring / No / Yes
  • Payment freeze for non-compliant vendors / No / Yes
  • TIN Matching / No / Soon
  • Audit trail with MFA e-signature / No / Yes
  • Cross-platform payment aggregation / No / Yes
  • Direct IRS e-filing (FIRE + IRIS) / No / Yes
  • White-label vendor portal / No / Yes
  • Multi-workspace client management / No / Yes

Connected features require a free MyPowerly account.
Advanced features are usage-based — no monthly subscription fee.
Full pricing at: https://www.1099automation.com

Security

  • Sensitive tax data (SSN, EIN, TIN) is never stored in or
    transmitted through the WordPress plugin — it goes directly
    to MyPowerly’s secured backend
  • All tax ID numbers encrypted at rest using AES-256
  • WordPress connection credentials stored encrypted — not plain
    text
  • Webhook messages verified with HMAC-SHA256 before processing —
    the same standard used by Stripe, GitHub, and Shopify
  • You can disconnect and request full data deletion at any time
  • Data in transit encrypted via TLS

Note: MyPowerly is a bootstrapped company and does not yet hold
SOC 2 certification. We will not claim it until we have it. For
full details on our security posture visit:
https://www.1099automation.com

Legal Disclaimer

This plugin does not file tax forms, submit 1099s to the IRS, or
provide tax advice. All 1099 electronic filing is handled
exclusively by the connected MyPowerly service using its own
IRS-authorized Transmitter Control Code (TCC). Please consult
your own legal and tax counsel for advice specific to your
situation.

Privacy Policy: https://www.1099automation.com/privacy-policy
Terms of Service: https://www.1099automation.com/terms

Pantaila-argazkiak

  • Dashboard showing connection status and sync options.
  • Affiliates/payees list and sync controls.
  • Settings screen.
  • Widget settings screen.1. Dashboard view
  • Create W9 form
  • Settings page
  • Sync screen
  • Admin panel

Blokeak

Plugin honek 2 blokeak eskaintzen ditu.

  • MyPowerly Widget Display the configured MyPowerly chat widget with duplicate protection.
  • W-9 Form Display the W-9 form for vendor onboarding and tax compliance.

Instalazioa

  1. Upload the plugin folder to /wp-content/plugins/ or install it via the WordPress Plugins screen.
  2. Activate the plugin through the “Plugins” menu in WordPress.
  3. In the WordPress admin menu, open W9 – 1099 Chaser.
  4. (Optional) Connect the plugin to your MyPowery / eSign account by following the on-screen steps.
    • NEW: Connection now automatically configures secure webhooks for real-time sync
    • NEW: Uses the improved External Connect API for enhanced security
  5. Use the dashboard sync actions as needed (administrator-initiated).
  6. (Optional) Configure webhook settings in Settings Webhook Settings for advanced customization.
  7. (Optional) Configure the widget from the Widget submenu.
  8. To use the standalone W-9 PDF tool on the front-end, add one of these shortcodes to a page:
  • [w91099ch_w9_form]
  1. To embed the MyPowerly widget on the front-end (when Widget Display Mode is set to Shortcode only), add this shortcode to a page:
  • [w91099ch_widget]

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Aldaketen loga

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.