US 1099 Vendor
Audit Accounts Payable for vendors needing a 1099 / W-9 before year-end
Audit Accounts Payable for vendors needing a 1099 / W-9 before year-end
Key Features
Audit Runs
Create a 1099 Audit Run per tax year with a configurable date range (defaulting to Jan 1 — Dec 31), an aggregation basis (cash-basis payments or accrual-basis vendor bills), and a reporting threshold (IRS default $600). Running the audit aggregates real posted account.payment or posted account.move vendor bills, converts foreign-currency amounts to company currency, and stores vendor-scanned / exception counts on the run.
Exception Worklist
Vendors paid over the threshold with a compliance gap generate an exception line recording the total paid, document count, amount over threshold, and the exact issue codes detected (missing 1099 flag, missing W-9, missing TIN, invalid TIN). Re-running an audit refreshes open figures while preserving already-decided lines, so analyst decisions for the same period are never lost.
W-9 & TIN Tracking
Every vendor gets a 1099-eligible flag, a W-9-on-file checkbox with received date, a Taxpayer ID (TIN) field, and a TIN type (EIN, SSN, ITIN, ATIN). A stored compute validates the TIN is exactly 9 digits and matches the expected pattern for its type, and a constraint blocks two 1099 vendors from sharing the same TIN.
Severity Scoring
Each exception is auto-scored Low, Medium or High based on how many compliance gaps are open and whether the total paid is at least 5x the threshold; a missing or invalid TIN combined with another gap or a large balance is always flagged High so accounting can triage the riskiest vendors first.
Resolve, Ignore & One-Click Fix
Exceptions move through Open, Resolved and Ignored states with a full audit trail (decided-by user and timestamp). "Fix Now" jumps straight to the vendor form to collect the W-9/TIN, "Apply 1099 Flag" sets the vendor's eligibility flag and auto-resolves the line once every other gap is closed, and a bulk "Resolve All" action clears an entire run's open exceptions at once.
Masked-TIN CSV Export
The Export Worklist wizard filters by status (all / open / resolved / ignored) and produces a CSV with vendor, tax year, total paid, documents, over-threshold amount, issues, severity and status. An optional masked TIN column (e.g. XXX-XX-6789) can be included for hand-off to a filing service without ever exposing the full taxpayer ID.
Configurable Defaults
Settings expose a default reporting threshold, a default aggregation basis (payments vs. bills), and an "Auto-flag New Vendors" toggle that automatically marks any newly created supplier-ranked partner as 1099-eligible so they enter the W-9 collection workflow from day one.
Use Cases
Screenshots
Why Choose This Module
US 1099 Vendor Eligibility Auditor Find vendors paid over the IRS $600 threshold who are missing a W-9 or a 1099 flag - before January, not after.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-05