Note: The Track1099 API is for customers who want to develop their own software to automate their processes and integrate with Track1099 by Avalara.
What can you do with the Track1099 API?
Supported 1099 functions
- Retrieve a list of your payers, which the API calls "issuers" (see What's a Payer/Issuer?)
- Create a new issuer or correct an existing one
- Add recipient forms to an issuer by uploading a properly-formatted CSV file (see CSV templates)
- Check the progress of an upload (most are imported in seconds) and get a summary of the recipient forms imported
For now, you will need to use the Track1099.com web app for all other functions, including reviewing your forms, scheduling e-filing and e-delivery, and making form corrections.
Get API access
1. Create or login to your account at Track1099.com
If you are not the team leader and you do not have an account yet, ask your team leader to invite you before you create an account, and follow the instructions in the invitation email. (See this short video on team management.)
If more than one person will be working with the API, they should each have their own account on the team. The team leader controls which payers each user has access to, though users can always add new payers.
There is no charge to create an account or use the Track1099 service until you schedule e-filing, and you can always delete individual forms and entire payers later.
2. Create an API token
Visit the API tab in your Account page and click "Create a new API token". The full token will only be visible for 10 minutes, so be sure to save it. You will be required to enable two-factor authentication before you can create an API token.
API tokens always have exactly the same access as the user who created the token. If you lose a token, you can deactivate it at any time. The team leader can also deactivate team members' tokens or accounts.
3. Copy your Team API ID
Your Team API ID is found just below the API tokens on the API tab in your Account page, and it will be part of the URL in all your API requests. Unlike an API token, every account in the team uses the same Team API ID, it's always visible on the API page, and the Team API ID is not the same as any API token.
- Follow our step-by-step guide to import 1099-NEC forms
- Use our API and low-code embedded document collection tool to collect W-9 forms within your own web app
- Dive into the API documentation
What's a Payer/Issuer?
The payer is the company issuing forms in a given tax year. If you are using Track1099 as a bookkeeping or accountant firm on behalf of your clients, you will have many payers. If you are using Track1099 internally, you will probably only have one or a few. When you come back next year, you will create or import a new entry for each payer for the new tax year.
The Track1099.com web app calls these companies "Payers" because "Payer" is what the IRS calls the issuing company on the most common forms. The API calls these companies "Issuers" because many less-common IRS forms use different words for the issuing company, and having a single word accurately to cover all cases made the programmers feel much better. Moreover, the IRS' technical documents have started using the Issuer terminology, so we think it's a more future-proof word.