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Cleo Pay manages two types of tax documents: W-9 forms and 1099-NEC documents. W-9s capture taxpayer identity and classification for your vendors. 1099-NECs summarize total payments you made to a vendor over the tax year and are required to be filed with the IRS when payments exceed the reporting threshold.
A W-9 collects a vendor’s legal name, tax classification, and Taxpayer Identification Number (TIN). Cleo Pay stores a W-9 for each business and for each vendor connection.

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View your business W-9

Retrieve the W-9 on file for your own business. This is useful for sharing your tax details with payers who request them.
curl --request GET \
  --url https://api.cleo-pay.com/api/businesses/{businessId}/w9 \
  --header 'Authorization: Bearer YOUR_TOKEN'
The response includes a signed download URL for the W-9 PDF.

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View a vendor connection’s W-9

Each vendor connection on Cleo Pay may have a W-9 on file. Retrieve it by connection ID:
curl --request GET \
  --url https://api.cleo-pay.com/api/connections/{connectionId}/w9 \
  --header 'Authorization: Bearer YOUR_TOKEN'
The response includes the W-9 PDF download URL for that vendor.
If a vendor has not yet completed their tax information in Cleo Pay, this endpoint returns a 404 or empty result. You may need to request that the vendor complete their profile.

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Bulk download all vendor W-9s

To download all vendor W-9s at once — for example, at the end of the tax year — use the bulk download endpoint. Cleo Pay packages all available W-9s into a single ZIP file.
curl --request GET \
  --url https://api.cleo-pay.com/api/connections/w9s/bulk-download \
  --header 'Authorization: Bearer YOUR_TOKEN' \
  --output w9s.zip
The response is a binary ZIP archive containing one PDF per vendor connection that has a W-9 on file.

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API reference

MethodEndpointDescription
GET/api/businesses/{businessId}/w9Get your business W-9
GET/api/connections/{connectionId}/w9Get a vendor connection’s W-9
GET/api/connections/w9s/bulk-downloadBulk download all W-9s as ZIP
GET/api/tax-documents/1099-necList 1099-NEC documents
GET/api/tax-documents/1099-nec/{documentId}/downloadDownload a 1099-NEC PDF