Why Manual 1099 Compliance Fails with Scale

Manual 1099 processes work fine at low volume — but the latest Avalara/IOFM research shows they break down fast as an organization grows. In this webinar, we’ll unpack findings from the 2026 1099 Compliance Survey. We'll explore why AP teams are seeing rising W-9 error rates, growing January workloads, and increasing concern over taxpayer data security.

You’ll learn where the biggest compliance breakdowns occur — from vendor onboarding and W-9 collection to filing, delivery, and IRS reporting — and why manual workflows create operational and security risks that intensify with scale.

Jess Scheer
Senior Content Manager, IOFM

Jess Scheer is an award-winning business reporter, focusing on financial operations. He has spent more than 25 years creating must-have content for professionals in the finance area. He serves as Senior Content Manager of the Institute of Finance & Management (IOFM.com).

Queenie Lee
General Manager, 1099 & W-9, Avalara

Queenie Lee is the General Manager of 1099 & W-9 business at Avalara. She has a background in helping organizations navigate changing regulatory compliance landscapes to mitigate risk.  In her role, she focuses on helping organizations operationalize compliance across the full information reporting lifecycle—from vendor onboarding and W-9 collection through to 1099 reporting.

Gordon Walsh
1099 & W-9 Senior Product Solutions Consultant, Avalara

Gordon spent a decade as a high school history teacher and coach before transitioning over to consulting and sales related to human capital management; For the last several years, he has specialized in global vendor and contractor process management; He is now Avalara's "1099 Guy", where he helps build solution architecture for clients and partners with expertise in non-employee compliance.