Automate vendor tax forms and e-filing
Improve every aspect of 1099 and 1042 filing. Securely request, collect, store, and organize all vendor tax forms in one place.
Accuracy that scales
Eliminate one-off requests and communicate with 100 or 100,000 vendors all at once.
Request missing tax forms (W-9, W8-BEN, W-8 BEN-E) from any or all vendors with the click of a button
Easily view all eligible 1099 and 1042 vendors and any vendors whose documents are missing
Quickly segment vendor data with advanced filters for custom reporting
Simplified 1099 and 1042 filing
Avoid costly late fees and the end-of-year filing crunch with time-saving automation.
Quickly filter and collect any missing domestic or international vendor tax forms with just a few clicks
Download ready-to-submit filing data compatible with e-filing services like Tax1099 and Track1099
Choose which data to export with filters for multiple 1099 and 1042 document types like 1099-MISC, 1099-NEC, and more
Secure document management
The centralized source of truth for all of your vendor tax forms.
Automatically collect tax forms during vendor onboarding
Upload previously collected tax forms to consolidate vendor tax information
Store documents in vendor profiles for safekeeping and easy reference before filing
“I love that Routable collects payment and tax information in the same secure motion. I also love the newly added bulk email invites for vendors that are missing tax information. This empowers me to stay compliant, accurate and efficient even when addressing taxes."
Tax management features
Compatible tax form types
Collect the correct tax forms during vendor onboarding and download the exact forms you need for filing.
Vendor identification forms
Collect W-9 PDFs for domestic and W-8 PDFs for international vendors during the onboarding process.
Form W-9- Form W-8 BEN
- Form W-8 BEN-E
End-of-year filing forms
Send income forms to vendors for filing with the IRS.
- Form 1099-K
- Form 1099-MISC
- Form 1099-NEC
- Form 1042-S
Additional tax features
Routable’s tax features make it easy to collect tax forms at scale while meeting compliance requirements.
Tax document opt-out
Selectively exclude vendors from tax form collection during the onboarding workflow.
API Integration
Collect vendor tax forms via Routable API.
Read our docs- Form W-9
- Form W-8 BEN
- Form W-8 BEN-E
Roles & Permissions
Only allow specific Routable user roles to access your vendor’s tax information.
View role breakdownModern finance teams run on Routable
Industry-leading finance teams use Routable to automate their accounts payable. Say goodbye to manual finance tasks, saving you time and money.
80% reduction in manual payment tasks through automation and our easy-to-use software
Save hundreds of thousands a year by moving to our automated AP/AR solution
25% reduction in reconciliation efforts with our real-time 2-way accounting software sync
Tax Management FAQs
How will Routable be able to tell which forms are needed for each vendor and what amounts to report in each?
Will I be able to limit tax form collection to vendors with reportable payments and/or those who have exceeded the $600 exemption limit?
How will I know which vendors are missing tax forms?
Will Routable file 1099 and 1042-S forms on my behalf?
Additional resources
Tax management essentials: What you need for year-end filing
Learn more
When does your business need a W-9 from its vendors
Learn more
What's the difference between a 1099 and a W2
Learn more
A smarter way to scale accounts payable
Routable is the fastest and most efficient way to manage your accounts payable.
