UpPromote: Affiliate marketing
Install UpPromoteLog inWebsiteResources
  • About UpPromote: Affiliate & Referral Marketing
  • UpPromote Changelog
  • Recommended partners
    • Theme partners
    • App partners
      • Marketing and conversion
      • Store management
      • Selling product
      • Store design
        • Pop-up
        • Page Builder
        • Product Reviews
        • Product Options
        • Navigation and filters
      • Orders and Shipping
      • Profit calculator
    • Service partners
  • Basic knowledge
    • Affiliate Marketing Definition
    • Basic terms
    • Merchant roles in Affiliate Marketing
    • Affiliates' role in Affiliate Marketing
  • Build and Management
    • Affiliate registration page
      • Add Registration form to Storefront
      • Get Registration form link for each program
      • Registration page editor
      • Add/edit form fields
      • Benefit text display
      • Terms and Conditions sample
      • Privacy Policy sample
      • Social sharing - Clear link preview cache
      • Hide Registration form sidebar
      • Post-registration thank you page
    • Programs
      • Program list
      • Add/edit programs
        • Commission structure
          • Commission rate on order value
        • Commission calculation settings
        • Special product commission
        • Exclude products/collections from commission
      • Default payment method
      • Auto-discounts for customers with the affiliate link
      • New customer commission
      • Lifetime commissions
      • Coupon code commissioning
      • Exclude self-referrals
      • Auto-tier commission
    • Affiliates
      • Approve/Deny/Delete an affiliate
      • Affiliate profile
      • Import/Export affiliates
      • Connect Customers
      • Connect Products
    • Referrals
      • ‼️Tracking types and priority
      • Referral list & details
      • Approve/deny a referral order
      • Manually add referral
      • How to get Order ID
      • Refunded/Cancelled Orders
      • Customer journey
    • Payments
      • Set up payment methods
      • Affiliate's payment details not specified
      • Export invoice
        • EU format invoice
      • Manual payouts
      • In-app payouts
        • Store Credit
        • Store Credits process
        • PayPal integration
        • PayPal Payouts
        • Schedule auto-payment
      • Tax on paid commissions
    • Display
    • Custom columns
    • Home
      • Custom domain (white-label)
    • Analytics
      • Top affiliates
      • Product analytics
  • Motivation
    • Coupons
      • Assign coupons to affiliates
        • Combine multiple coupons
      • Edit/Delete coupon
    • Media Gallery
    • Bonuses
    • Gifts for affiliates
  • Outreach
    • Affiliate Recruitment
      • Customer Referral
        • Add Referral signup form to store pages
      • Multi-level Marketing
      • Refer-a-friend
      • Marketplace listing
        • UpPromote Marketplace Terms & Conditions for Merchants
    • Affiliate Communication
      • Email notification to affiliates
        • Automatic email templates
        • Bulk email
        • Use Merchant email as the sender's email
      • In-app chat with affiliates
        • Chat plugin integration
          • Tawk.to chat integration
          • Tidio chat integration
          • Chatra chat integration
          • Crisp chat integration
  • ⚙️Settings
    • General settings
      • Contact email
      • Brand settings
      • Favicon
      • Cookie
      • Impact on changing Shopify store currency
      • Weekly email report
      • Auto-activate affiliates
      • Auto approve orders
      • Record pending orders as referrals
    • Affiliate link settings
      • Default affiliate link
      • Custom Link
        • Allow affiliates to customize their own link
        • Auto-create custom link
      • Shorten affiliate links with Bit.ly
      • Add UTM parameters to affiliate link
    • Affiliate coupon settings
      • Auto-generate coupon
      • Allow affiliates to enter their preferred coupon code while registering
    • Integrations
      • Integration - Page builder
      • Integrations - Email services
      • Integrations - Subscription/payment apps
      • Integrations - Shopify functions
      • Integrations for affiliates
      • Other integrations
    • Fraud detection
      • Fraud protection - Affiliate signups
      • Fraud protection - Sales & commission
    • Advance settings
      • Message bar
      • Connect multiple stores
      • Staff accounts
    • Profile settings
      • Activity log
    • Interface translation and Registration form translation
    • Affiliate admin settings
      • Affiliate guide page
      • Affiliate guide template
      • Affiliate login page
      • Common Custom CSS codes to customize the affiliate account
      • Multi-language for affiliate admin
    • Tax documents
      • Require W-9 form submission
      • Generate 1099-NEC forms
  • Guide for affiliate
    • Affiliate Admin
      • Affiliate Admin - Dashboard
      • Affiliate Admin - Commissions
      • Affiliate Admin - Payment
      • Affiliate Admin - Network
      • Affiliate Admin - Marketing tools
      • Affiliate Admin - Settings
        • How can affiliates update their payment details?
        • Submit W-9 form
        • Download 1099-NEC forms
    • Affiliate guide & tips for success
      • Quick guide for Affiliates to get started
        • Getting started
        • Promotion resources
        • Start promoting
        • Track your performance
      • Tips for Affiliate success
        • Tips for success (part 1): Attract customers for better conversion
        • Tips for success (part 2): Improve your earnings and more
    • Guide for Beginners of Affiliate Marketing
      • Guide for Beginners of Affiliate Marketing
    • How to refer UpPromote: Affiliate Marketing?
  • UpPromote Marketplace
    • How do I get started as an UpPromote affiliate?
    • Marketplace account guide
      • Home
      • Find offers
      • Find products
      • My offers
      • Commissions
      • Settings
    • Marketplace affiliate ranking
    • UpPromote Marketplace Terms & Conditions
  • Work with Affiliates
    • Analytics
    • Where can affiliates find resources to promote a merchant's shop?
  • Recruit affiliates
    • Tips to recruit more affiliates
    • 6 Free Influencer Outreach Templates - Email & Direct Message
  • Pricing plans
    • Pricing details
    • What's in the Growth plan?
    • What's in the Professional plan?
    • What's in the Enterprise plan?
    • Approve/deny up to 200/300/600 referral orders per month
    • Pricing FAQs
    • UpPromote's refund policies
  • Privacy Policy
    • Privacy Policy
  • Best practices
    • Best practices to grow your Affiliate campaign
    • Create affiliate landing pages to optimize your affiliate campaign
    • Affiliate landing page example
Powered by GitBook
On this page
  • What is the 1099-NEC Form?
  • How to set up the feature
  • How the feature works
  • 1. Generate forms
  • 2. Download forms
  • 3. Edit forms
  • How affiliates get their forms
  • Key takeaways
  1. Settings
  2. Tax documents

Generate 1099-NEC forms

Available from Professional plan or above

PreviousRequire W-9 form submissionNextAffiliate Admin

Last updated 4 months ago

The Generate 1099-NEC forms feature in UpPromote is designed to assist you with generating the necessary end-of-year tax documentation for your affiliates. This tool simplifies the creation of 1099-NEC forms, ensuring your compliance with IRS guidelines.

Please note: We do not provide tax advice. For specific inquiries regarding tax forms, please consult a tax professional.

What is the 1099-NEC Form?

The 1099-NEC form is an IRS document used by businesses to report payments made to non-employees, such as freelancers, independent contractors, and other external service providers, including affiliates. This form is crucial for ensuring both the business and the payee comply with federal tax obligations. It specifically handles reporting individual service payments of $600 or more within a tax year.


How to set up the feature

Step 1: Go to Settings > Payments > Tax documents in your UpPromote account, then click Set up in the 'Tax documents' section.

Step 2: On the Tax documents page, turn on the Generate 1099-NEC form feature.

Step 3: Enter your business's Payer Information, which will be used to fill out the 1099 forms automatically later.

Step 4: Click Save to complete activating the feature.

Important note

This feature is only available for merchants with store currency in USD $. If your store currency is not USD $, you cannot enable this feature.


How the feature works

1. Generate forms

👉 Requirements for affiliates

For UpPromote to generate a 1099-NEC form, affiliates must meet the following criteria:

  • US Residency: They must be non-corporate US residents based in the United States.

  • Minimum Earnings: Affiliates must have earned at least USD $600 in commissions during the tax year.

  • W-9 Form Submission: A valid W-9 form must be uploaded to their affiliate account.

How we calculate total paid commissions for each affiliate:

The system counts all paid commissions from January 1 to December 31 of the relevant tax year based on your Shopify time zone.

'Paid commissions' means commissions marked as Paid/Processed from the Payouts page during the tax year are included in the total.

👉 Feature timeline

Once the Generate 1099-NEC forms feature is successfully activated, our system will automatically generate 1099-NEC forms for eligible affiliates on January 15 of the following year (00:00 UTC+0).

By January 30 of the following year (00:00 UTC+0), Copy B of the 1099-NEC form will be uploaded to each eligible affiliate’s account, allowing them to download the form for their tax records.

For late activation between January 15 and January 28:

  • If the feature is enabled after 00:00 (UTC+0) on January 15 but before 23:59 (UTC+0) on January 28, the system will still generate 1099-NEC forms for the previous tax year.

  • Since the automatic process is no longer running at this stage, the system will require up to 24 hours to scan data and generate forms, especially if there are many affiliates.

For late activation after January 28:

  • If the feature is enabled after 23:59 (UTC+0) on January 28, the system will not generate 1099-NEC forms for the previous tax year. Instead, the feature will apply to the next tax year going forward.

Regarding affiliates' W-9 submission:

  • If an affiliate submits or updates their W-9 form before or by 00:00 (UTC+0) on January 30, the system will still generate a 1099-NEC form for that affiliate if they meet the requirements.

  • If the W-9 form is submitted or updated after 00:00 (UTC+0) on January 30, the system will not generate a 1099-NEC form for the previous tax year.

2. Download forms

You can download individual 1099-NEC forms for each affiliate directly in the Form list section.

Each form will include Copy A, Copy 1, and Copy B for one affiliate as required for tax filing and record-keeping.

If you need to get all forms at once, you can use the Export file function.

Tip: Please ensure that all affiliate and payer information is accurate before downloading or exporting forms to avoid discrepancies during tax filing.

3. Edit forms

For Payer information, you can edit them by navigating the Payer information section on the Tax documents page.

Click the Edit button to update the required fields. Once changes are saved, the system will handle the updates as follows:

  • Most Recent Tax Year: If you download/export 1099-NEC forms for the most recent tax year after updating the Payer Information, the forms will reflect the updated details.

  • Previous Tax Years: Forms generated for earlier tax years will not be updated. These forms will retain the original Payer Information that was in place at the time of form creation.

For affiliate-specific details on individual 1099-NEC forms, you can find the relevant form and click the Edit button next to the affiliate's entry in the Form list section.

You can modify the content for the boxes in the specific affiliate form. After saving changes, the updated information will appear when you download the form.


How affiliates get their forms

Eligible affiliates can download their 1099-NEC forms directly from their affiliate dashboard.

The system will upload Copy B of the form by January 30 (23:59 UTC+0) each year, allowing affiliates to access and download it for their tax filings.

Note: Affiliates should ensure their tax information, including a valid W-9 form, is submitted and updated before January 30 to receive their 1099-NEC form on time.


Key takeaways

  • This feature is not available for stores with non-USD currencies.

  • Affiliates must meet the specific conditions for form generation.

  • Important deadlines:

    • Automatic Form Generation: Occurs on January 15 (00:00 UTC+0) for the previous tax year.

    • Late Activation: If the feature is activated after January 15 but before January 28, form generation may take up to 24 hours. If the feature is enabled after 23:59 (UTC+0) on January 28, the system will not generate 1099-NEC forms for the previous tax year.

  • Eligible affiliates can download their 1099-NEC forms from their UpPromote account by January 30 (00:00 UTC+0) each year.

  • Our system will generate and provide 1099-NEC forms for you. However, it is your responsibility to file these forms with the IRS independently.

Please make sure to enable the feature to ensure you collect all required tax information upfront.

Make sure is enabled before setting up the Generate 1099-NEC forms function.

⚙️
Require W-9 Form submission
Require W-9 Form Submission