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.

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.

Data Transmission Clarification

The plugin can function independently and does not transmit data automatically or in the background.
Data is transmitted to the external MyPowerly.com service(s) only for the 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.

⚠️ 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.
  • Lets administrators run manual, user-initiated sync actions (for example: site profile, team members, and payees / affiliates / vendors / independent contractors records).
  • Optionally helps generate and embed a W9 data collection widget provided by the external service.

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 (unlimited)
Sync unlimited contacts from Google, Outlook, Yahoo, Hotmail, and Google Sheets
Send affiliate/vendor data from your store
Auto-detect new affiliates and automatically trigger W-9 requests
Direct integration support for: AffiliateWP, SliceWP, YITH WooCommerce Affiliates, WP Affiliate Manager (WPAM), WC Vendors, Dokan, WCFM Marketplace
Heuristic/database detection support for: Affiliate for WooCommerce (AFWC), Ultimate Affiliate Pro (UAP), Tapfiliate, Easy Affiliate, WP Affiliate Platform, itthinx Affiliates, and generic referral/affiliate systems
Some plugins support live hook-based sync; others support database reads
Heuristic-detected plugins are included for earnings aggregation only (no full hook connector)
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
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, and more)
Administrator-enabled and configurable
Embed with a few lines of code (self-service or free VA assistance)
Widget content loads from MyPowerly.com or Clicflo.com
Flexible design allows future enhancements

🔹 MyPowerly Paid Features (Usage-Based – No Monthly Fee)
Pay only when you use advanced automation — no subscriptions or contracts

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
Upgrade only when filing is needed
Discount codes available for special pricing on optional paid features

Privacy

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

What data is sent:
* Depending on the administrator-initiated feature you use, the plugin may transmit site/profile details (such as site URL, site name, admin email), team/user details (such as user email and role), payees / affiliates / vendors / independent contractors metadata (such as name/email/status/IDs and summary signals), and/or widget configuration/embed code.
* The plugin does not transmit taxpayer identification numbers (TIN/SSN/FEIN).

When data is sent:
* Only after explicit user action (for example: an administrator clicks Connect, runs Sync actions, or generates widget code). The plugin does not transmit data automatically in the background.

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

Note: If you use the widget embed feature, the generated embed code may load third-party scripts/iframes from domains controlled by the external service, such as:
* https://mypowerly.com
* https://wp-1099.com

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

Consent rules:
* Explicit user action: data transmission features require an explicit action (for example: an administrator clicks Connect/Sync/Generate Widget Code).
* No pre-checked boxes: consent checkboxes are not pre-selected by default.
* No auto-sync: the plugin does not automatically sync data in the background.
* No silent tracking: the plugin does not include third-party analytics/tracking scripts for visitor behavior.

This plugin sends data to external services only after an explicit user action. Depending on the feature, that action may be taken by an administrator (for example: Connect, Sync, Generate Widget Code) or by a site visitor using features you have enabled (for example: loading an embedded widget or requesting the W-9 PDF template).

No sensitive tax data stored in WordPress

• The plugin is not intended to store completed W-9 form values, signatures, or completed W-9 PDFs in the WordPress database.
• When the W-9 form is used, the entered data is processed in the browser to generate a PDF. If the user does not complete the flow, the data is discarded when the page is closed/refreshed.
• The plugin may cache a copy of the blank W-9 PDF template (file bytes only) in a WordPress transient to reduce repeated downloads. This cached template does not include user-entered form values.

Data transmission

• Data is transmitted to the external MyPowerly service(s) only after explicit user action (for example: 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.

Source Code

This plugin includes the following third-party libraries with their source code available:

• Signature Pad – Used for electronic signature functionality

  • Source: https://github.com/szimek/signature_pad
  • License: MIT
  • Location: assets/js/vendor/signature_pad.umd.js
  • Minified version is included for performance. Source code is available at the GitHub link above.

• PDF-lib – Used for PDF generation and manipulation

  • Source: https://github.com/pdf-lib/pdf-lib
  • License: Apache-2.0
  • Location: assets/js/vendor/pdf-lib.js
  • Minified version is included for performance. Source code is available at the GitHub link above.

• Tailwind CSS – CSS framework for styling

  • Source: https://github.com/tailwindlabs/tailwindcss
  • License: MIT
  • Location: assets/css/vendor/tailwind-2.2.19.min.css
  • Minified version is included for performance. Source code is available at the GitHub link above.

• Font Awesome – Icon library

  • Source: https://github.com/FortAwesome/Font-Awesome
  • License: CC BY 4.0 / GPL / MIT
  • Location: assets/vendor/fontawesome/
  • Minified version is included for performance. Source code is available at the GitHub link above.

All third-party libraries are included in their minified/production form for optimal performance. Complete source code for all libraries is available through the provided links.

🔹 Frequently Asked Questions (FAQ)

Q1: What does WP-W9–1099 Chaser do?
A: The plugin connects your WordPress site to MyPowerly (our sister SaaS platform) to manage W-9 and 1099 workflows. WordPress acts only as an interface—tax compliance, document handling, and storage happen inside MyPowerly.

Q2: Do I need a MyPowerly account to use this plugin?
A: Yes, a free MyPowerly account is required to access connected features, such as syncing records, automating W-9 requests, and embedding widgets. Standalone W-9 PDF generation in WordPress does not require a SaaS account.

Q3: Can I generate W-9 forms directly from WordPress?
A: Yes! You can fill out and download W-9 forms as PDFs directly from WordPress without connecting to MyPowerly. For advanced workflows, you can connect to MyPowerly.

Q4: Does the plugin file W-9 or 1099 forms?
A: No. The plugin does not file tax forms or provide tax advice. Filing W-9 and 1099 forms is available via our optional 1099 E-Filing Software, offered at low …