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W-9s, certificates of insurance and 1099s

Collect US vendor paperwork and know who needs a 1099 at year end.

  1. Open a vendor's page and find Compliance.
  2. Request a W-9 and a certificate of insurance (COI). The vendor uploads them from their link or partner portal (PDF or image, up to 10 MB).
  3. Set the COI expiry date. Mise warns before it lapses and when you mark the vendor contracted without one.
  4. Vendors & Partners shows who's missing paperwork and who has crossed the 1099 reporting threshold this year.

Tip: W-9 files contain tax IDs, so only people with the finance permission can open them.

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