Tax compliance.
On autopilot.
Cleo Pay collects W-9 information during vendor onboarding, not after. Tax classification, legal name, TIN, and digital signature are captured upfront so you are always 1099-ready.
W-9 at onboarding
Every vendor submits their tax info during signup. No separate forms to chase down later.
1099 threshold tracking
Payments to each vendor are tracked against the $600 reporting threshold automatically.
Secure TIN storage
SSN and EIN data is masked in the UI and stored with encryption at rest.
How it works
Compliance without the headache
Vendor onboards and submits W-9 equivalent data: legal name, TIN, address, and signature.
Cleo Pay stores all tax details securely and tracks payments against the $600 threshold.
At year-end, download W-9 records and generate 1099s with complete, verified data.
W-9 data captured once, used forever.
Every vendor's tax classification, legal name, TIN, and address are collected during their first interaction with Cleo Pay. The data feeds directly into 1099 generation at year-end.
Simplify tax compliance- Individual or Business entity with correct tax classification
- SSN for individuals, EIN for businesses
- Digital signature (typed or drawn) for W-9 consent
- Downloadable W-9 PDF for each vendor on file
Why it matters
Save hours at year-end
No scrambling to collect W-9 forms in January. Everything is already on file.
Audit-ready records
Digital signatures and verified TINs provide a defensible compliance record.
Threshold alerts
Know exactly which vendors have crossed the $600 reporting threshold.