US Contractor Compliance

Collect W-9s from every contractor — automatically

Send a secure link. Contractor fills in their tax info. You review and approve. Payment readiness confirmed in minutes — not weeks.

IRS W-9 compliance for US businesses. No credit card required.

$260

IRS penalty per missing W-9 when you file 1099s late or incorrectly

$600

Threshold that triggers 1099-NEC filing requirement per contractor

14 days

How long contractors have to complete the form before the invite link expires

Everything you need for contractor compliance

Built into the same Providers module you already use for vendor management.

Generate a secure, expiring link and send it to your contractor by email, Slack, or text. No Pleelo account required on their end.

Contractors fill in their tax information on a clean, mobile-friendly form. Pre-filled with data you already have on file.

Tax ID numbers are never stored in full — only the last 4 digits. All data is transmitted over HTTPS and scoped to your organization.

Review submitted information, add internal notes, and approve or request revisions — all from the provider detail page.

Filter your provider list by compliance status. See instantly who is ready to pay and who is blocked.

Every invite, submission, review, and approval is logged with timestamps. Stay ready for any IRS inquiry.

From zero to W-9 approved in five steps.

1
Classify as contractor
Open a provider in Pleelo and set their type to Contractor. Instantly a Compliance tab appears.
2
Send the W-9 invite
Click "Send Onboarding Request" and copy the generated link. Share it however you like.
3
Contractor fills the form
They open the link in any browser, complete the W-9 form, and submit. No account needed.
4
You review and approve
You get notified, review the submission, download the summary PDF, and approve.
5
Status turns Ready
Payment readiness flips to Ready. You know exactly who can be paid and who still needs a form.

Every contractor in your system has a real-time payment readiness status. Filter your provider list in one click to see who needs attention.

Blocked

W-9 not collected or not approved. Do not pay this contractor yet.

Awaiting Review

Contractor submitted their form. Admin needs to review and approve.

Ready

W-9 approved. Safe to issue payment and include in 1099 filing.

Keep contractor records, W-9 collection, approvals, and payment readiness in one workflow your team can start using right away.