Vendor Onboarding by Mypowerly W9-1099 Chaser

Standalone W-9 PDF generation (free)

Use WordPress as a quick W-9 tool:

• Fill out a W-9 web form.
• Add an electronic signature.
• Download a printable PDF and freely share with whoever requests it from you.

This standalone PDF tool is intended for convenience and is processed in the browser. No private / confidential information is either shared or stored.

Request Access to Free Beta Testing

“Automate vendor onboarding – W-9 compliance & 1099 Electronic Filing (in minutes)”

Join our beta program to test advanced vendor onboarding features including: * Automated W-9 form collection * Contractor compliance tracking * 1099 electronic filing preparation * Vendor management workflows

Optional: Connect with MyPowerly.com for advanced workflows

For advanced workflows, an administrator can connect the site to an external API provider:

• Official website: https://wp-1099.com/
• Primary service used by this plugin: https://www.mypowerly.com/
• Partner platform: https://wp-1099.com/become-a-partner
• Support email: support@mypowerly.com

MyPowerly.com provides the backend API, automations and workflow services used by the connected features in this plugin.

When optionally connected for advanced features, WordPress is used only as an interface/bridge for user-initiated actions such as connection, manual sync operations, and widget generation.

NEW: Automatic Webhook Integration

The plugin now features a robust automatic webhook system that seamlessly integrates with MyPowerly:

• Automatic webhook configuration during connection setup
• Real-time data synchronization for all plugin events
• Secure webhook authentication with HMAC-SHA256 signatures
• Comprehensive event tracking for affiliates, profiles, plugins, and more
• Easy webhook testing with built-in verification tools
• Fallback webhook URLs for maximum reliability
• Manual webhook configuration for advanced users

Data Transmission Clarification

The plugin can function independently and does not transmit data automatically or in the background. Data is transmitted to external services only for advanced features when an administrator initiates a connection or manually runs a sync action in the WordPress admin.

Depending on the specific administrator-initiated action, transmitted data may include high-level categories such as site profile information, team member records, payees / affiliates / vendors / independent contractors metadata, or widget configuration data selected by the administrator.

NEW: Webhook Data Transmission When webhooks are configured (automatically during connection or manually), the plugin sends secure webhook notifications to MyPowerly for the following events: * Profile synchronization events * Plugin data synchronization * Affiliate/vendor data updates * Team member invitations * Form plugin synchronization * Contractor plugin data sync * Accounting/bookkeeping plugin sync * Wallet/payout plugin synchronization * W-9 payee data submissions

All webhook data excludes sensitive tax information (TIN/SSN/FEIN) and uses HMAC-SHA256 authentication for security.

NEW: Google Drive Integration (Optional) When Google Drive integration is enabled by an administrator: * Data is transmitted to Google Sheets in your personal Google Drive account * Only data you explicitly configure for sync is sent to Google Sheets * Requires explicit Google account authorization with Drive and Sheets permissions * You must create Google Sheets in your account before connecting * Real-time sync occurs via webhook events when configured * No sensitive tax information (TIN/SSN/FEIN) is transmitted to Google Sheets * You maintain full control over your Google Drive data and can revoke access anytime

⚠️ This plugin by itself does not file tax forms, submit 1099s, or provide tax advice. All such functionality is implemented as advanced features inside our secure backend services provider.

What this plugin does

• Includes a W-9 PDF fill/download tool (client-side) for convenience and easy sharing.
• For advance automation and features:
  • Connects your WordPress site to an external MyPowerly account using the new External Connect API.
  • Automatically configures secure webhook endpoints for real-time data synchronization.
  • Lets administrators run manual, user-initiated sync actions (for example: site profile, team members, and payees / affiliates / vendors / independent contractors records).
  • Provides comprehensive webhook event tracking for all sync operations.
  • Optionally helps generate and embed a W9 data collection widget provided by the external service.
  • Includes built-in webhook testing and verification tools for easy troubleshooting.

What this stand alone plugin does not do

• It does not file tax forms.
• It does not submit 1099s.
• It does not file 1099 forms.
• It does not provide tax advice.

Sensitive data handling (TIN/SSN/FEIN)

W9 – 1099 Chaser works in stand alone mode. Therefore it does NOT transmit taxpayer identification numbers (TIN), including SSN/FEIN, to MyPowerly or to any connected MyPowerly platform. The plugin explicitly excludes common TIN-related fields from API transmissions.

External Service Disclosure

This plugin connects to external services for advanced automations and features only. For such advanced needs, this plugin will not function fully without an account with at least the primary MyPowerly service listed below.

The plugin provides limited standalone functionality (such as W-9 PDF generation) without connecting to the external MyPowerly service.

Encryption is used to protect API tokens and administrator-initiated metadata during secure communication with the external MyPowerly service. Taxpayer identification numbers (TIN/SSN/FEIN) are not transmitted by this plugin and therefore are not encrypted.

For more information:

• Terms & Conditions: https://wp-1099.com/w9-1099-chaser/terms/
• Privacy Policy: https://wp-1099.com/w9-1099-chaser/privacy-policy/

MyPowerly

• Website: https://mypowerly.com
• API Domain: https://mypowerly.com
• Connects your WordPress site to your MyPowerly account
• Enables user-initiated sync for automations, workflows, W-9 management, affiliate/vendor tracking, and widget generation
• Data is transmitted only after an administrator performs an explicit action (e.g., Connect, Sync, Generate Widget Code)
• Data that may be transmitted (based on selected action):
  • Site information (site URL, site name, admin email) during connection
  • Team/user details (email, role) when using team sync
  • Affiliate/vendor/contractor records from supported plugins or WordPress users (name, email, status, IDs, payout/earnings summary signals)
  • Widget configuration or embed code
  • W-9 form fields entered by an administrator (SSN/FEIN/TIN are not transmitted)
• Stored in WordPress:
  • Connection tokens/credentials
  • Limited connector settings (status, timestamps, widget settings)
  • Completed W-9 PDFs are not stored in WordPress
• Stored by MyPowerly:
  • Synced data is stored securely in your MyPowerly account
  • Privacy Policy: https://www.mypowerly.com/privacy-policy

MyPowerly Features

• Create and send W-9 requests individually or in bulk via CSV • Sync contacts from Google, Outlook, Yahoo, Hotmail, Google Sheets • Send affiliate/vendor data from your store • Auto-detect new affiliates and trigger W-9 requests • Direct integration: AffiliateWP, SliceWP, YITH WooCommerce Affiliates, WP Affiliate Manager, WC Vendors, Dokan, WCFM Marketplace • Heuristic detection: Affiliate for WooCommerce, Ultimate Affiliate Pro, Tapfiliate, Easy Affiliate, WP Affiliate Platform, itthinx Affiliates • Pre-filled W-9 forms using imported data • Custom logo, brand colors, and domain • Mobile-friendly, W-9 compliant forms • White-label portal for vendors and affiliates • Real-time request status tracking • Secure W-9 PDF generation and encrypted storage • Organized, searchable document library • Optional W-9 data collection widget • Optional live chat widget powered by Clicflo.com • Optional embedded forms (Contact, Newsletter, Pay Me, Client Intake, Power of Attorney, Contracts, Engagement Letters) • Administrator-enabled and configurable • Widget content loads from MyPowerly.com or Clicflo.com

🔹 MyPowerly Paid Features (Usage-Based – No Monthly Fee) • Automated W-9 requests via eCommerce and affiliate integrations • Multi-channel delivery: Email, SMS, WhatsApp, VoIP • Smart reminders and notifications • Secure eSignature and Multi-Factor Authentication (MFA) • Legally binding, timestamped audit trails • Compliance dashboard with signed/pending status tracking • W-9-ready PDFs on demand • TIN Matching to reduce errors and avoid penalties • Optional 1099 E-Filing add-on with industry-low pricing • File electronically with no data re-entry • Discount codes available for special pricing

Privacy

Privacy & Consent Summary (What / When / Where / Why)

What data is sent: • Site/profile details (site URL, site name, admin email), team/user details (user email and role), payees/affiliates/vendors/independent contractors metadata (name/email/status/IDs and summary signals), widget configuration/embed code. • The plugin does NOT transmit taxpayer identification numbers (TIN/SSN/FEIN).

When data is sent: • Only after explicit user action (administrator clicks Connect, runs Sync actions, or generates widget code). No automatic background transmission.

Where data is sent: • MyPowerly service (primary): https://mypowerly.com • Optional widget embeds: depends on embed code you generate

Note: Widget embed code may load third-party scripts/iframes from: • https://mypowerly.com • https://wp-1099.com

Why data is sent: • To connect your WordPress site to your MyPowerly account and perform user-initiated sync and widget features.

Consent rules: • Explicit user action required (administrator clicks Connect/Sync/Generate Widget Code) • No pre-checked boxes: consent checkboxes not pre-selected • No auto-sync: plugin does not automatically sync data in background • No silent tracking: no third-party analytics/tracking scripts for visitor behavior

No sensitive tax data stored in WordPress

• Plugin not intended to store completed W-9 form values, signatures, or completed W-9 PDFs in WordPress database. • W-9 form data processed in browser to generate PDF. Data discarded when page closed/refreshed if flow not completed. • Plugin may cache blank W-9 PDF template (file bytes only) in WordPress transient. Cached template does not include user-entered form values.

Data transmission

• Data transmitted to external MyPowerly service(s) only after explicit user action (Connect, Sync, Generate Widget Code).

External Services

This plugin connects to the following external services to provide specific features.

1) MyPowerly Service

• What it is used for: API integration for payees / affiliates / vendors / independent contractors data syncing, plugin management features, and support-related functionality in the WordPress admin.
• What data is sent: depending on the feature you use, the plugin may send connection / credential data during setup, payees / affiliates / vendors / independent contractors data, plugin and site information, and W-9 form data entered in the WordPress admin.
• When data is sent: during connection setup and only when an administrator performs an explicit action such as connecting the site, running synchronization processes, or using admin features that communicate with MyPowerly.
• Terms of Service: https://wp-1099.com/w9-1099-chaser/terms/
• Privacy Policy: https://wp-1099.com/w9-1099-chaser/privacy-policy/

Third-Party Services

This plugin makes external requests to the following services:

• MyPowerly (required for connection and sync): https://mypowerly.com
• Widget embeds (optional): depends on the widget embed code you choose to generate and embed.

Data Handling Transparency

• No ads.
• No hidden data collection.
• Connect/sync actions are initiated by an administrator.

Widget Disclosure

The plugin includes a widget feature that can output embed code (for example, iframe/script code) obtained from the connected external service.

• The widget is optional and must be enabled/configured by an administrator.
• The widget may display on the front-end depending on your settings (auto display, selected pages, or shortcode placement).
• The current widget feature is for embedding external widget code. It does not provide W-9 form entry inside WordPress by itself.
• Future updates may expand widget functionality, including allowing visitors to enter W-9 information through the widget and transmitting that information to external services. Any such behavior will be disclosed in the plugin documentation at the time it is introduced.

Source Code / Build Instructions

This plugin includes third-party, minified JavaScript files to provide functionality in the WordPress admin.

Signature Pad (signature library)

The plugin bundles the Signature Pad library for capturing eSignatures.

• Library name: Signature Pad
• Version used: 5.1.3
• License: MIT
• Upstream source code repository: https://github.com/szimek/signature_pad

• Files included in this plugin:

  • assets/js/vendor/signature_pad.umd.js

  The plugin currently enqueues the following file:

• assets/js/vendor/signature_pad.umd.js

To rebuild the bundled minified file from upstream source:

1. Clone the upstream repository: git clone https://github.com/szimek/signature_pad.git

2. Check out the version used by this plugin: git checkout v5.1.3

3. Install dependencies and build (upstream uses Yarn): yarn install yarn build

4. Copy the built UMD file into this plugin: Copy dist/signature_pad.umd.js to assets/js/vendor/signature_pad.umd.js

PDF-Lib (PDF generation library)

The plugin bundles the PDF-Lib library for client-side PDF generation.

• Library name: PDF-Lib
• Version used: 1.17.1
• Upstream source code repository: https://github.com/Hopding/pdf-lib
• Files included in this plugin:
  • assets/js/vendor/pdf-lib.js

Note: The bundled pdf-lib distribution includes third-party portions under Apache License 2.0.

The plugin currently enqueues the following file:

• assets/js/vendor/pdf-lib.js

To obtain the exact upstream distribution for this version:

1. Visit the upstream releases page and download the 1.17.1 build: https://github.com/Hopding/pdf-lib/releases

Tailwind CSS (CSS framework)

The plugin bundles Tailwind CSS for styling plugin admin and front-end UI.

• Library name: Tailwind CSS
• Version used: 2.2.19
• License: MIT
• Upstream website: https://tailwindcss.com
• Files included in this plugin:
  • assets/css/vendor/tailwind-2.2.19.min.css

Note: The bundled Tailwind build includes Modern Normalize (v1.1.0) which is MIT licensed.

To obtain the upstream distribution for this version:

1. Install Tailwind CSS 2.2.19 from npm: https://www.npmjs.com/package/tailwindcss/v/2.2.19

Font Awesome Free (icon library)

The plugin bundles Font Awesome Free for icon display.

• Library name: Font Awesome Free
• Version used: 6.4.0
• License: https://fontawesome.com/license/free (Icons: CC BY 4.0, Fonts: SIL OFL 1.1, Code: MIT)
• Upstream website: https://fontawesome.com
• Files included in this plugin:
  • assets/vendor/fontawesome/css/all.min.css
  • assets/vendor/fontawesome/webfonts/fa-brands-400.woff2
  • assets/vendor/fontawesome/webfonts/fa-regular-400.woff2
  • assets/vendor/fontawesome/webfonts/fa-solid-900.woff2

Inter font (local font file)

The plugin bundles the Inter font locally (to avoid loading fonts from third-party CDNs).

• Font name: Inter
• License: SIL Open Font License 1.1
• Upstream source: https://github.com/rsms/inter
• Files included in this plugin:
  • assets/css/vendor/inter.css
  • assets/fonts/inter/Inter-Variable.woff2

Local W-9 PDF Template

The plugin includes a local copy of a blank W-9 PDF template used by the optional W-9 PDF fill/download tool.

• File included in this plugin:
  • assets/pdf/fw9_IREG_esign.pdf

The plugin uses this local template directly without requiring external downloads.

License

This plugin is licensed under the GPLv2 (or later).

• License: GPLv2 or later
• License URI: https://www.gnu.org/licenses/gpl-2.0.html

Third-party libraries, fonts, and assets bundled with this plugin may have their own licenses. Where applicable, license texts are included in the plugin package and/or referenced in this readme.

Google Drive Integration Setup

The plugin now supports Google Drive/Google Sheets integration for enhanced data management:

Prerequisites

1. Google Account: You need a Google account with Google Drive access
2. Google Sheets: Create a Google Sheet in your Google Drive account before connecting
3. MyPowerly Account: Must be connected to MyPowerly platform first

Step-by-Step Google Drive Connection

Step 1: Prepare Your Google Sheet 1. Go to https://drive.google.com and sign in to your Google account 2. Click “New” → “Google Sheets” → “Blank spreadsheet” 3. Name your sheet (e.g., “W9-1099 Data”, “Affiliate Records”, “Contractor Info”) 4. Set up column headers as needed (Name, Email, Status, etc.) 5. Save the sheet – note the sheet name for later

Step 2: Connect Google Drive Account 1. In WordPress admin, go to W9 – 1099 Chaser → Settings 2. Look for “Google Drive Integration” or “External Integrations” section 3. Click “Connect Google Drive Account” 4. You’ll be redirected to Google’s authorization page 5. Important: Sign in with the same Google account where you created the sheet 6. Grant the requested permissions: * View and manage your Google Drive files * View and manage your Google Sheets 7. Click “Allow” to authorize the connection

Step 3: Select Your Google Sheet 1. After successful authorization, you’ll return to the plugin settings 2. …