Please build my 1099 prep worksheet for [TAX YEAR].
1. Pull every company in my workspace with their tax ID, address, 1099 eligible flag and categories.
2. For every project, pull the expense line items dated inside the tax year and total payments by company. Use the totals the API returns for the full filtered set, not the totals of the page you happened to read.
3. Give me a table of every vendor paid more than $600 in the year, sorted highest first, with the total paid, the number of projects, whether they are marked 1099 eligible, and whether a tax ID and full address are on file.
4. Then give me three lists. Vendors over $600 with no tax ID on file. Vendors over $600 with no full mailing address. And vendors marked 1099 eligible who I did not pay this year, so I can leave them off.
5. Flag anything that looks like the same vendor entered twice under slightly different names, because split payments hide a threshold.
6. If some vendors clearly should be marked 1099 eligible and are not, list them and ask me one at a time. Only change the flag on the ones I approve, and change nothing else on the record.
Do not guess at a tax ID and do not fill in an address you are not certain of.
The core job is a read only audit. The only write available is the 1099 eligible flag on a company record, and it happens one vendor at a time with your approval, which is why this stays Low risk.
Payments are read per project, so a full year across a large portfolio is a lot of requests. Scope it to the projects that were active during the tax year.
The $600 threshold is the current federal reporting figure and thresholds change. Confirm the number with your accountant before you file, and treat this worksheet as preparation rather than tax advice.
January arrives and you need to know who you paid more than $600 last year, across every project, with a tax ID and address for each one.
FlipperForce has the payments and it has the vendor records. Putting the two together by hand means opening every project, exporting expenses, and matching them back to your contact list. Most people find the missing W-9 at the worst possible moment, after the work is finished and the contractor has stopped answering.
Your assistant reads every company in your workspace along with the expense line items paid to each one across all projects in the tax year, then totals payments by vendor and sorts out who crosses the reporting threshold.
The useful part is the gap list. A vendor you paid $40,000 with no tax ID on file is a problem you want to find in January, not in a scramble the week filings are due, because chasing a W-9 after the work is done is a much harder conversation.
What it will not do: this automation does not file anything, does not generate a 1099 form, does not decide who is a contractor and who is an employee, and does not change your vendor records unless you approve each change individually. It is a worksheet for you and your accountant.
This prompt requires a connection to the FlipperForce Public API. Once your AI agent is connected to your account, you can run any prompt in the library.
Learn how to connect your AI agent to the FlipperForce Public API
Before you run this, check:
Run this in November or December rather than late January. A missing W-9 takes a week to chase and the whole point is finding out while you still have leverage.