Completed W-9s
Accounting template
1099 document collection checklist
Gather contractor and vendor documents for 1099 prep with a trackable upload request.
Inside the request builder
Collect every 1099 vendor's W-9 in one request
Photo ID, Proof of Income, and the completed W-9 in a single ask. Save as a template and reuse for every vendor before 1099 season.
- W-9 plus supporting items in one upload
- Save the checklist and resend per vendor in seconds
- Email or SMS delivery covers vendors who never reply
Prepare for contractor reporting
Use this checklist to collect the records your team needs before 1099 deadlines.
Most 1099 trouble comes from missing W-9s and mismatched tax IDs discovered the week of filing. A standing checklist that gets sent in November rather than January catches the gaps when there is still time to fix them. Pair this with the W-9 request template for the underlying W-9 collection.
Vendor payment summaries
Contractor contact details
Corrections or missing tax IDs
Make follow-up obvious
Each missing item stays visible in the request until the recipient uploads it.
Named items beat one big "send me everything" request. The vendor sees exactly what is still outstanding, and your dashboard shows the same status. Email and SMS reminders go out automatically. The for accountants page describes the full year-end workflow.
Separate request items
Email or SMS reminders
Secure upload links
Starter checklist
Vendor W-9
Current signed W-9 for each reportable vendor.
Payment summary
Year-to-date payments, categories, and adjustments.
Correction notes
Fields for missing names, addresses, or tax IDs.
Questions
Can this be used by bookkeepers?
Yes. Bookkeepers can use SendMeDocs to collect vendor documents and accounting support.
Does SendMeDocs file 1099s?
No. SendMeDocs helps collect the documents; it does not prepare or file tax forms.
Can I track which vendors have responded?
Yes. The dashboard shows every request, recipient, and item status so you know which vendors are still outstanding.
Can I export the collected files into my filing system?
Yes. Files can be downloaded individually or in bulk, and the API/webhooks support automatic export to cloud storage.