> For the complete documentation index, see [llms.txt](https://docs.uppromote.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uppromote.com/settings/tax-documents.md).

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

## 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.

{% hint style="warning" %}
 **Heads up:** This page explains the tools UpPromote offers. It is not tax advice. Tax rules and reporting thresholds change, and they depend on your situation. Check with a tax professional or the IRS to be sure you're compliant. 
{% endhint %}

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### 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.

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### Set up tax documents

* [Collect W-9 forms](/settings/tax-documents/w9-form.md): turn on W-9 collection so U.S. affiliates can submit their form.
* [Generate 1099-NEC forms](/settings/tax-documents/generate-1099-nec-forms.md): create 1099-NEC forms at year end for affiliates who qualify.

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### How it works

1. Turn on [W-9 collection](/settings/tax-documents/w9-form.md) so affiliates submit their tax details when they join or get paid.
2. [Pay your affiliates](/management/payments/set-up-payment-methods.md) through the year as usual.
3. At the end of the year, [generate 1099-NEC forms](/settings/tax-documents/generate-1099-nec-forms.md) for the affiliates who meet the IRS thresholds.

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### 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.

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### Related articles

* [Collect W-9 Forms](/settings/tax-documents/w9-form.md)
* [Generate 1099-NEC Forms](/settings/tax-documents/generate-1099-nec-forms.md)
* [Set Up Payment Methods](/management/payments/set-up-payment-methods.md)
* [UpPromote Settings Overview](/settings.md)

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*Last updated: June 2026*