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Tax Documents in UpPromote (W-9 and 1099-NEC)

Handle affiliate tax forms in UpPromote. Collect W-9 forms from your US affiliates during the year, then generate 1099-NEC forms at tax time.

Tax Documents in UpPromote (W-9 and 1099-NEC)

UpPromote helps you handle the tax forms tied to affiliate payments in the United States. You can collect W-9 forms from your U.S. affiliates during the year, then generate 1099-NEC forms at tax time.


What each tax form is for

  • W-9: you collect this from your U.S.-based affiliates. It gives you the taxpayer details you need to report their payments.

  • 1099-NEC: you send this to affiliates who meet the IRS reporting thresholds for the year. It reports how much you paid them.


Set up tax documents


How it works

  1. Turn on W-9 collection so affiliates submit their tax details when they join or get paid.

  2. Pay your affiliates through the year as usual.

  3. At the end of the year, generate 1099-NEC forms for the affiliates who meet the IRS thresholds.


Frequently asked questions

Who needs to fill out a W-9?

Your U.S.-based affiliates. The W-9 gives you the taxpayer information you need to report what you paid them.

Do I have to send 1099-NEC forms?

It depends on IRS rules and how much you paid each affiliate during the year. UpPromote helps you generate the forms, but you should confirm who qualifies with a tax professional.

What about affiliates outside the United States?

W-9 and 1099-NEC are U.S. tax forms. Affiliates in other countries usually don't use them. Ask a tax professional how to handle affiliates outside the U.S.

Is this tax advice?

No. UpPromote gives you tools to collect and generate these forms. For advice about your taxes, talk to a qualified tax professional.



Last updated: June 2026

Last updated