How to Cut 1099 and W-9 Compliance Costs with API-Driven Automation

Managing 1099 and W-9 compliance manually can be a costly, time-consuming process for a busy AP department — and with increasing IRS scrutiny on reporting accuracy, the stakes have never been higher. Join Avalara tax compliance experts for an engaging webinar on how businesses can automate their 1099 and W-9 workflows using APIs to create seamless integration between the IRS and their own ERP, accounting, and marketplace systems.

In this session, you'll learn:

• How API integrations create a real-time flow of data between your ERP system and the IRS
• How automation reduces human errors in information gathering and reporting
• Ways to streamline complex workflows, from W-9 collection to 1099 e-filing
• How automation saves significant time across departments during year-end reporting
• How to maintain stronger compliance and reduce audit risk by using a secure, cloud-based solution
  

Who should attend: 

• Finance leaders, AP managers, tax professionals, IT specialists, and operations leaders managing vendor and contractor compliance

Attendee takeaways:

• Understand what APIs are and how they streamline 1099/W-9 data sharing
• Discover how automation reduces costly errors in reporting
• Learn how to simplify multiple workflows into a single, cohesive system
• See how large organizations can save hundreds of hours on 1099 compliance tasks
• Get tips on improving compliance confidence and audit readiness with automation

Grace Chlosta
Content Manager, IOFM

Grace Chlosta joined the Institute of Finance & Management (IOFM) in 2022 in a new role for the team as the Content Manager. She is responsible for the planning, organization, development, and implementation of all the content for IOFM’s digital products and (virtual and in-person) events. Grace is committed to ensuring that IOFM’s content stays timely, relevant, and actionable for all financial operations professionals, and works closely with a team of content developers, industry leaders, and subject matter experts to guarantee this happens.

Gordon Walsh
Product Solution Consultant, 1099 & W-9, Avalara

Gordon Walsh is the 1099 & W-9 Solution Consultant at Avalara. He spent almost a decade as a teacher before making a pivot into the world of taxes. He spent several years specializing in Human Capital Management before finding a focus on contingent labor management and all things 1099.

Jocelle Sarenpa
1099 & W-9 Team Leader, Avalara

Before joining Avalara, Jocelle spent 7 years at Sovos Compliance in a variety of direct sales and training roles including the Global Sales Training Manager. She supported the full revenue engine for all of global tax compliance and reporting solutions by building and executing training programs for sales leadership, bootcamp for new hires, product training, and on-going sales excellence and performance coaching.