# 1099 & Contractor Reporting for Audit Seniors with Excel

> AI identifies 1099-eligible vendors from CaseWare, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Excel](https://calish.com/workflows/tool/excel/)
- **Role:** [Audit Senior](https://calish.com/workflows/for/audit-senior/)
- **Specialty:** Financial Statement Audit
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/1099-and-contractor-reporting-for-audit-senior-with-excel/

## The Problem

January 31 1099 deadlines catch every Financial Statement Audit firm off-guard — W-9s are missing, vendor records are inconsistent, and e-file rejections cascade.

## What We Build in Excel

AI identifies 1099-eligible vendors from CaseWare, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event. Purpose-built for teams running Excel — uses the native API or agent integration so nothing leaves the system of record.

## Excel Integration Approach

1. **Audit your Excel configuration.** We map the specific Excel objects, custom fields, and workflows the automation needs to touch for your financial statement audit practice.
2. **Build on the Excel API or agent.** Integration happens inside Excel — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Excel with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [1099 & Contractor Reporting for Audit Seniors](https://calish.com/workflows/1099-and-contractor-reporting-for-audit-senior/)
- AI identifies 1099-eligible vendors from CaseWare, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — January 31 becomes a non-event.

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- [Audit PBC List Management for Audit Seniors](https://calish.com/workflows/with/audit-pbc-list-management-for-audit-senior-with-excel/)
- [Bill Capture & AP Processing for Audit Seniors](https://calish.com/workflows/with/bill-capture-and-ap-processing-for-audit-senior-with-excel/)
- [Month-End Close Checklist for Audit Seniors](https://calish.com/workflows/with/month-end-close-checklist-for-audit-senior-with-excel/)
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