Three steps to pain-free tax preparation year-round

How to properly mark and manage 1099 contractors

• Identify contractors early: Start preparing for tax season by clearly marking vendors as 1099 contractors when you first add them
• Search Melio’s verified network: Speed up vendor setup by checking if your contractors are already in the Melio system
• Create proper vendor classifications: Ensure accurate tax reporting by setting the correct designation for each vendor from the beginning

How to streamline W-9 collection

• Automate form requests: Let Melio automatically send emails requesting W-9 forms from your contractors after marking them appropriately
• Track submission status: Easily monitor which vendors have submitted their forms and which still need follow-up
• Send reminders efficiently: Generate automatic reminders to vendors about pending W-9 submissions without manual intervention
• Maintain organized records: Keep all tax-related documentation in one place for easy access when needed

How to simplify your 1099 filing process

• Connect with Tax1099: Access Melio’s integration with Tax1099 through your settings under “Tax and Reports”
• Sync vendor information: Transfer your contractor data seamlessly to the tax filing platform with just a few clicks
• Complete filing quickly: Transform what used to be days of paperwork into a streamlined digital process
• Ensure compliance: Meet all tax deadlines with confidence through Melio’s organized approach to contractor management