Tax View in Vendors
Use the Tax view in Vendors to review 1099 eligibility, track W-9 status, update Entity Type, and mark 1099-qualified transactions. Filter by year, spend, or status, and export a clean vendor list.
Use the Tax view in Vendors to review 1099 eligibility, track W-9 status, update Entity Type, and mark 1099-qualified transactions. Filter by year, spend, or status, and export a clean vendor list.
You’ll find a Taxes section under Vendors, where ✨ Digits automatically evaluates 1099 eligibility. You’ll have a clear workspace to manage both 1099 and W-9 requirements.
To access the Taxes view:
From the left navigation menu, click Vendors.
Click Taxes in the top left.
Use the Year selector to switch between current and prior tax years.
Payment Method
Flags vendor payments made via bank accounts (potentially 1099-reportable) vs. credit cards (generally excluded).
Entity Type
Helps determine if a W-9 is required. ✨ Digits auto-detects entity type when possible, but you can adjust based on your knowledge.
W-9 Status
Mark vendors as Required / Not Required / Available / Unknown.
1099 Spend
Calculates total 1099-eligible spend based on payment method, entity type, and annual total.
You can also:
Sort & filter by spend or W-9 status to focus on high-priority vendors.
Switch years with the year selector to manage prior or current tax years.
Edit anytime: Click Edit to update entity type, W-9 status, or other fields inline.
Tip: Confirm entity types during client onboarding, so you’ll rarely need to revisit them unless a vendor’s status changes.
Go to Vendors → Taxes → Edit.
Click a vendor name to open that vendor’s transactions.
In the 1099 Qualification column, choose Qualified or Not Required for a single transaction, or select multiple to bulk-update.
Changes automatically roll up to the vendor’s 1099 Spend total for the selected year.
Click the menu in the top-right (next to Add Transaction).
Choose one of the following:
Download CSV: save a CSV of customer transactions to your computer.
Export CSV to Vault: save the CSV to your Vault folder for sharing or future access.
Upload W-9s to Vault as you receive them, then filter with Document Type = W-9 (or 1099) to see what’s on file. In Vendors → Taxes, set W-9 Status = W-9 Available for vendors with a W-9 stored.
By the vendor’s Entity Type plus their total 1099-qualified spend for the selected year.
Open Vendors → Taxes. The 1099 required flag is based on Entity Type and 1099-qualified spend.
Yes. Click Edit in Taxes to update Entity Type and W-9 status inline.
In Vault. Upload and tag as Document Type = W-9, then set W-9 Status = W-9 Available in Vendors → Taxes.
Check the Year selector, verify Entity Type, and confirm their transactions are marked 1099-qualified within the selected year.
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