AgentDepot → Aisle 05 · Finance → vendor-1099-prep
79
FEATUREDAvailable on request

1099 Year-End Prep Agent

Assembles W-9s + 1099-NEC packets for every vendor before Jan 31. Replaces a $55k Tax Preparer.

The Problem

An SMB owner pays $55k/yr to a Tax Preparer who spends January chasing W-9s from 30-80 vendors, totaling YTD payments per vendor, validating TINs, and assembling 1099-NEC packets. The role is 85% document chasing + line-totaling — agent territory.

The Outcome

December 1 → agent pulls every vendor with > $600 YTD payments from QBO → cross-references W-9 on file → drafts 'missing W-9' email per vendor → on receipt, parses W-9 with Unstructured → validates TIN format → assembles 1099-NEC draft per vendor with payment total + recipient block. You sign, your CPA files.

Day in the Life
1.
Dec 1: pulls vendors with YTD > $600 in QBO → drafts W-9 request emails for any vendor missing one → tracks responses
2.
On W-9 receipt: parses PDF via Unstructured → extracts TIN, name, address, entity type → validates via IRS TIN-format rules
3.
Jan 15: drafts 1099-NEC packets for every qualifying vendor → emails CPA-ready bundle for human review and filing
▶Technical specs
Runtime
python
Pattern
native-agent
Tier
medium
Setup Time
hours
Integrations
one-clickmanual setup
✓Unstructured (W-9 parsing)QuickBooks OnlineXeroGmail
Additional Credentials
ANTHROPIC_API_KEYQBO_CLIENT_IDQBO_REFRESH_TOKENGMAIL_REFRESH_TOKENDRIVE_REFRESH_TOKEN

We connect these securely during setup. OAuth integrations above connect with one click — no manual token entry.

▶Open source info
Repository
Unstructured-IO/unstructured
Stars
14,680
License
Apache-2.0
Last Commit
2026-05-12
Replace
Tax Preparer
$55,000/yr
AgentDepot · Solo plan
$99/month
Save $53,812/yr · 46.3x cheaper
Request this agent →
Free 15-min setup call · Agent live before you hang up
Also Replaces
×Track1099 $2.99/form
×Tax1099 $3.79/form + prep time
×Bookkeeper January overtime
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1099 Year-End Prep Agent | AgentDepot