Feature — Tax

W-9s, W-8BENs, 1099s. Handled before payout.

Affiliates fill out a W-9 (US) or W-8BEN (non-US) right in your space before their first payout goes out. Form data is encrypted at rest, and when January comes around you export a ready-to-file 1099-NEC CSV instead of assembling one from email attachments.

no w-9, no payout. simple as that.

When payouts outrun paperwork

Chasing W-9s in email isn't a system.

A few affiliates and a spreadsheet is manageable. A few dozen, and forms arrive as PDF attachments whenever someone gets around to it, TINs sit unencrypted in your inbox, and every January you're emailing stragglers before the filing deadline hits. Here's the difference building tax-form collection into the payout flow makes:

Email & spreadsheet collection

Forms show up as attachments on nobody's schedule but the affiliate's. TINs sit in your inbox and a spreadsheet, and nothing stops a payout from going out before the form does.

Qanary

Tax-form collection lives in the payout flow itself: no form on file, no payout. Data's encrypted at rest, and January is one CSV export instead of a scramble.

How it works

Set it once. It runs every payout.

1. Turn on tax-form collection — every affiliate's onboarding now includes a W-9 or W-8BEN step, matched automatically.

2. Payout holds until the form's in — an affiliate without a completed form simply can't be paid, no reminder emails to send.

3. Export the 1099-NEC CSV in January — a ready-to-file CSV for every affiliate who submitted a form.

Built in, on every plan

Collected, protected, exported.

W-9 & W-8BEN collection, built in

Affiliates fill out the right form right in your space — a W-9 for US persons, a W-8BEN for everyone else — and their payout is held until it's on file.

Encrypted at rest, masked on screen

Form data is encrypted at rest, and the app only ever displays the last four digits of a TIN — even to you, reviewing it in your own space.

One CSV, every January

Export a ready-to-file 1099-NEC CSV covering every affiliate who submitted a form — no more rebuilding one from a folder of attachments.

Who this runs for

Four moments paperwork can't slip.

Onboarding a new affiliate

The W-9 or W-8BEN step happens automatically as part of joining — nobody has to remember to chase it down before the first payout.

A non-US payee

The W-8BEN is matched automatically instead of an affiliate guessing which PDF to download and attach to an email.

An affiliate stalling on paperwork

The payout itself won't go out until the form's on file — there's no reminder workflow to build or forget to send.

Year-end filing

Hand your accountant one ready-to-file 1099-NEC CSV instead of rebuilding it from a folder of email attachments every January.

At a glance

See it side by side.

Capability Typical affiliate tools Qanary
Collects W-9 / W-8BEN in-space No — email or a separate tool Yes, part of onboarding
Blocks payout until the form's on file No Yes
Supports non-US payees (W-8BEN) Often US-only Yes
TIN storage Varies — often plaintext in email or a spreadsheet Encrypted at rest
TIN visible on screen Often shown in full Last four digits only
1099-NEC prep Manual, built by hand at year-end Ready-to-file CSV export
Extra cost Often a paid add-on or higher tier Included on every plan

"Typical affiliate tools" describes the common baseline: tax-form collection handled outside the platform, by email or a separate vendor, with no link back to the payout itself. See the full pricing for how Qanary's usage-based plans compare.

Why this beats email-based tax collection

The payout itself is the reminder.

Tax forms are the last step before money moves — see how the payout itself works on the payout workflows page, or every feature on the features hub.

FAQ

Fair questions.

Do I have to turn tax-form collection on, or is it automatic?

It's a setting you turn on in your space. Once it's on, every affiliate's onboarding includes a W-9 or W-8BEN step before their first payout — you don't manage it case by case.

What happens if an affiliate won't submit a W-9 or W-8BEN?

They don't get paid. Qanary holds the payout until the form is on file — the same enforcement that already stops payouts from going out with no bank details set.

Does Qanary file my 1099-NECs for me?

No. Qanary exports a ready-to-file 1099-NEC CSV every January covering the affiliates who submitted a form in your space — your accountant or filing software handles the actual filing and threshold decisions.

How is the TIN or SSN on a submitted form protected?

Form data is encrypted at rest, and the app only ever displays the last four digits of a TIN — even to you, reviewing it as the space admin.

Go deeper

Everything you need to turn it on.

Stop chasing W-9s in your inbox.

Turn on tax-form collection tonight — free, on every plan, no card required.

Join the waitlist