How do you track W-9s and 1099s for referral commissions paid to other professionals?

Managing W-9 and 1099 documentation for referral commissions is a common pain point for professionals who pay or receive referral fees. ReferralPulse automates the entire workflow.

It tracks commission payments to and from each partner throughout the year, monitors the IRS $600 reporting threshold per partner, and sends automated W-9 collection reminders to partners who haven't submitted one.

W-9 documents are stored securely with access logging, all 5 copies of the 1099-NEC are generated at year-end, and a complete audit trail is available for your accountant.

All tax-related compliance records are retained for 7 years per IRS requirements.