Overview

Managing Partner tax documents takes time and carries compliance risks. But Everflow Pay helps by automatically verifying tax IDs, creating W9 forms, and more.

In this guide, you'll learn how these features work and how they can save you hours of work while helping you stay compliant with tax regulations.

Tax Features

TIN Verification

• Required for all Payees (Partners/Affiliates) during signup
• System checks IDs with the IRS automatically
• Key limitations:
  
  • Partners get 3 tries to enter correct info
  • You'll get an alert after 3 failed tries
  • You'll need to check and approve info after failed attempts

W9 Generation

• We'll discuss this during your setup call with the Everflow Pay team
• What you get:
  
  • System creates PDF W9s using partner info
  • Download one or many W9s at once (Individual / Bulk)
  • Find them on the Payee page

Tax Reporting Data

Everflow Pay simplifies year-end tax reporting by letting you export the payment data you need for both domestic (1099-NEC) and international (1042-S) tax filings.

Where to Find It

Available Tax Data Export

1099-NEC Data (Domestic)‍

For domestic payees/contractors:

• Download tax information for all domestic payees or select specific ones
• System generates data based on payments made during the selected tax year
• Available for bulk or individual download as CSV files

1042-S Data (International)‍

For international payees/contractors:

• Access tax information for all international payees or choose specific contractors
• Export reports based on the tax year's payment data Export options for bulk or individual CSV files

File Organization Options

• Export one CSV file per payee type
• Export individual CSV files for each selected payee