Vendor Onboarding W9-1099 Chaser by Mypowerly vs EU VAT Assistant for WooCommerce

Note: This plugin is currently in beta stage. Features and functionality may evolve as we continue development. 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. This plugin is currently in beta. We’re actively improving features and welcome your feedback as we enhance the platform. 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://1099automation.com/w9-1099-chaser/privacy-policy/ Terms: https://1099automation.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://1099automation.com/ Primary service used by this plugin: https://www.mypowerly.com/ Partner platform: https://1099automation.com/become-a-partner Support email: [email protected] 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. External Service Disclosure This plugin connects to external services for advanced automations and features only. For such advanced needs, this plugin will not function fully without an account with at least the primary MyPowerly service listed below. The plugin provides limited standalone functionality (such as W-9 PDF generation) without connecting to the external MyPowerly service. Encryption is used to protect API tokens and administrator-initiated metadata during secure communication with the external MyPowerly service. Taxpayer identification numbers (TIN/SSN/FEIN) are not transmitted by this plugin and therefore are not encrypted. For more information: Terms & Conditions: https://1099automation.com/w9-1099-chaser/terms/ Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/ MyPowerly Website: https://mypowerly.com API Domain: https://mypowerly.com Connects your WordPress site to your MyPowerly account Enables user-initiated sync for automations, workflows, W-9 management, affiliate/vendor tracking, and widget generation Data is transmitted only after an administrator performs an explicit action (e.g., Connect, Sync, Generate Widget Code) Data that may be transmitted (based on selected action): Site information (site URL, site name, admin email) during connection Team/user details (email, role) when using team sync Affiliate/vendor/contractor records from supported plugins or WordPress users (name, email, status, IDs, payout/earnings summary signals) Widget configuration or embed code W-9 form fields entered by an administrator (SSN/FEIN/TIN are not transmitted) Stored in WordPress: Connection tokens/credentials Limited connector settings (status, timestamps, widget settings) Completed W-9 PDFs are not stored in WordPress Stored by MyPowerly: Synced data is stored securely in your MyPowerly account Privacy Policy: https://www.mypowerly.com/privacy-policy MyPowerly Features • Create and send W-9 requests individually or in bulk via CSV • Sync contacts from Google, Outlook, Yahoo, Hotmail, Google Sheets • Send affiliate/vendor data from your store • Auto-detect new affiliates and trigger W-9 requests • Direct integration: AffiliateWP, SliceWP, YITH WooCommerce Affiliates, WP Affiliate Manager, WC Vendors, Dokan, WCFM Marketplace • Heuristic detection: Affiliate for WooCommerce, Ultimate Affiliate Pro, Tapfiliate, Easy Affiliate, WP Affiliate Platform, itthinx Affiliates • Pre-filled W-9 forms using imported data • Custom logo, brand colors, and domain • Mobile-friendly, W-9 compliant forms • White-label portal for vendors and affiliates • Real-time request status tracking • Secure W-9 PDF generation and encrypted storage • Organized, searchable document library • Optional W-9 data collection widget • Optional live chat widget powered by Clicflo.com • Optional embedded forms (Contact, Newsletter, Pay Me, Client Intake, Power of Attorney, Contracts, Engagement Letters) • Administrator-enabled and configurable • Widget content loads from MyPowerly.com or Clicflo.com 🔹 MyPowerly Paid Features (Usage-Based – No Monthly Fee) • Automated W-9 requests via eCommerce and affiliate integrations • Multi-channel delivery: Email, SMS, WhatsApp, VoIP • Smart reminders and notifications • Secure eSignature and Multi-Factor Authentication (MFA) • Legally binding, timestamped audit trails • Compliance dashboard with signed/pending status tracking • W-9-ready PDFs on demand • TIN Matching to reduce errors and avoid penalties • Optional 1099 E-Filing add-on with industry-low pricing • File electronically with no data re-entry • Discount codes available for special pricing Privacy Privacy & Consent Summary (What / When / Where / Why) What data is sent: • Site/profile details (site URL, site name, admin email), team/user details (user email and role), payees/affiliates/vendors/independent contractors metadata (name/email/status/IDs and summary signals), widget configuration/embed code. • The plugin does NOT transmit taxpayer identification numbers (TIN/SSN/FEIN). When data is sent: • Only after explicit user action (administrator clicks Connect, runs Sync actions, or generates widget code). No automatic background transmission. Where data is sent: • MyPowerly service (primary): https://mypowerly.com • Optional widget embeds: depends on embed code you generate Note: Widget embed code may load third-party scripts/iframes from: • https://mypowerly.com • https://1099automation.com Why data is sent: • To connect your WordPress site to your MyPowerly account and perform user-initiated sync and widget features. Consent rules: • Explicit user action required (administrator clicks Connect/Sync/Generate Widget Code) • No pre-checked boxes: consent checkboxes not pre-selected • No auto-sync: plugin does not automatically sync data in background • No silent tracking: no third-party analytics/tracking scripts for visitor behavior No sensitive tax data stored in WordPress • Plugin not intended to store completed W-9 form values, signatures, or completed W-9 PDFs in WordPress database. • W-9 form data processed in browaser to generate PDF. Data discarded when page closed/refreshed if flow not completed. • Plugin may cache blank W-9 PDF template (file bytes only) in WordPress transient. Cached template does not include user-entered form values. Data transmission • Data transmitted to external MyPowerly service(s) only after explicit user action (Connect, Sync, Generate Widget Code). External Services This plugin connects to the following external services to provide specific features. 1) MyPowerly Service What it is used for: API integration for payees / affiliates / vendors / independent contractors data syncing, plugin management features, and support-related functionality in the WordPress admin. What data is sent: depending on the feature you use, the plugin may send connection / credential data during setup, payees / affiliates / vendors / independent contractors data, plugin and site information, and W-9 form data entered in the WordPress admin. When data is sent: during connection setup and only when an administrator performs an explicit action such as connecting the site, running synchronization processes, or using admin features that communicate with MyPowerly. Terms of Service: https://1099automation.com/w9-1099-chaser/terms/ Privacy Policy: https://1099automation.com/w9-1099-chaser/privacy-policy/ Third-Party Services This plugin makes external requests to the following services: MyPowerly (required for connection and sync): https://mypowerly.com Widget embeds (optional): depends on the widget embed code you choose to generate and embed. Data Handling Transparency No ads. No hidden data collection. Connect/sync actions are initiated by an administrator. Widget Disclosure The plugin includes a widget feature that can output embed code (for example, iframe/script code) obtained from the connected external service. The widget is optional and must be enabled/configured by an administrator. The widget may display on the front-end depending on your settings (auto display, selected pages, or …

Important The EU VAT Assistant reached its end of life on the 30th of June 2022 (see the announcement from January 2022). The plugin is still functional and it can be used, but it’s no longer maintained or supported. We’re keeping it available for a while longer as a courtesy to existing users who have developers who can take care of its maintenance and troubleshooting. For more information about the plugin retirement and the recomemnded alternative, please refer to the sticky post in the support forum: EU VAT Assistant – End of life and recommended alternative. This is a full version of the premium EU VAT Assistant plugin We are proud to say that this is the most powerful free EU VAT solution on the market. It was designed with you, the merchant, in mind, and it will make it easier to deal with the new, complex EU VAT regulations. this plugin was developed by Aelia Team – The WooCommerce internationalisation experts. The EU VAT Assistant for WooCommerce is designed to help achieving compliance with the new European VAT regulations, coming into effect on the 1st of January 2015. Starting from that date, digital goods sold to consumers in the European Union are liable to EU VAT, no matter where the seller is located. The VAT rate to apply to each sale is the one charged in the country of consumption, i.e. where the customer resides. These new rules apply to worldwide sellers, whether resident in the European Union or not, who sell their products to EU customers. For more information: EU: 2015 Place of Supply Changes – Mini One-Stop-Shop. How this plugin will help you The EU VAT Assistant plugin extends the standard WooCommerce sale process and calculates the VAT due under the new regime. The information gathered by the plugin can then be used to prepare VAT reports, which will help filing the necessary VAT/MOSS returns. Tracks and records customers’ location. The EU VAT Assistant plugin also records details about each sale, to prove that the correct VAT rate was applied. This is done to comply with the new rules, which require that at least two pieces of non contradictory evidence must be gathered, for each sale, as a proof of customer’s location. The evidence is saved automatically against each new order, from the moment the EU VAT compliance plugin is activated. Collects evidence required by the new regulations. All the data used to determine the VAT regime to apply is recorded in real-time, stored with the order and made available as needed. Accepts and validates EU VAT numbers, adjusting VAT accordingly. Validation of European VAT numbers is performed via the official VIES service, provided by the European Commission. This feature is equivalent to the one provided by the EU VAT Number plugin. Supports a dedicated VAT currency, which is used to generate the reports. You can sell in any currency you like, the EU VAT Assistant plugin will take care of converting the VAT amounts to the currency you will use to file your returns. Can automatically populates the VAT rates for all EU countries. With a single click, you enter the VAT rates for all 28 EU countries. No more tedious manual typing! Includes advanced Reports EU VAT report by Country. This report will show you all the VAT collected under the VAT MOSS regime, as well as the VAT collected for your domestic VAT return. VIES report. This report shows all the supplies provided to B2B customers. INTRASTAT report. This report shows all the sales made to the EU. Sales by Country (in development). Supports ECB exchange rates in VAT MOSS reports. VAT MOSS Reports can use either the exchange rate saved with each order, or the European Central Bank rate required to produce the official VAT MOSS returns (ref. official documentation). This feature will allow you to use the most appropriate rate when producing your domestic VAT return and the VAT MOSS return. Supports mixed products/services scenarios. The new EU VAT MOSS regime applies to the sale of digital products and services that do not require significal manual intervention. Sale of services that are provided with human intervention, such as support, consultancy, design, are still subject to VAT at source. In this case, VAT has to be paid to the revenue in merchant’s country. WooCommerce allows to specify to which country a tax applies, but not to which country it should be paid once collected. The EU VAT Assistant can help, by allowing merchants to specify the “payable to” country for each VAT. Such information is then displayed in the VAT reports. Allows to force B2B or B2C sales. You can decide if you wish to force customers to a valid EU VAT number at checkout, thus accepting only B2B transactions, or prevent them from doing it, thus accepting only B2C transactions. Can prevent sales to specific countries. You can exclude some countries from the list of allowed ones, thus preventing customers from those countries from placing an order. It’s fully compatible with our internationalisation solutions, such the WooCommerce Currency Switcher, for multi-currency support, Prices by Country, Tax Display by Country and Prices by Role (coming soon). Automatically updates the exchange rates that are be used to produce the VAT reports in the selected VAT currency. The plugin can fetch exchange rates from the following providers: European Central Bank HM Revenue and Customs service Bitpay Irish Revenue (experimental) Danish National Bank (sponsored by Asbjoern Andersen). Fully supports refunds. Refunds were introduced in WooCommerce 2.2, and support for it was added to our plugin right from the start. Integrates with PDF Invoices and Packing Slips plugin, to automatically generate EU VAT-compliant invoices. Requirements WordPress 4.0 or newer. PHP 7.1 or newer. WooCommerce 3.5 or newer. Aelia Foundation Classes framework 2.1.0.201112 or newer. Disclaimer This product has been designed to help you fulfil the requirements of the following new EU VAT regulations: Identify customers’ location. Collect at least two non-contradictory pieces of evidence about the determined location. Apply the correct VAT rate. Ensure that VAT numbers used for B2B transactions are valid before applying VAT exemption. Collect all the data required to prepare VAT returns. We cannot, however, give any legal guarantee that the features provided by this product will be sufficient for you to be fully compliant. By using this product, you declare that you understand and agree that we cannot take any responsibility for errors, omissions or any non-compliance arising from the use of this plugin, alone or together with other products, plugins, themes, extensions or services. It will be your responsibility to check the data produced by this product and file accurate VAT returns on time with your Revenue authority. For more information, please refer to our terms and conditions of sale and support.