25.9.0

A1099

Changed

• PUT /avalara1099/w9/forms/{id}:
  • Handles TIN match for W9s as POST /avalara1099/w9/forms do.
  • Re-sends form request e-mail when e-mail address is updated (only for forms in 'requested/bounced' status).
• BREAKING CHANGE:
  • PUT /avalara1099/w9/forms/{id}: request and response models changed to match same models used on POST endpoint.

Fixed

• Fix invalid updates on PUT /avalara1099/w9/forms/{id}:
  • It was allowed sending "id" parameter and "type" body attribute related to different form types.
  • New behaviour: returns 400 Bad Request if both information are not related to the same form type (e.g., "W9").
• Fix missing "type" attribute for W9s response bodies (POST /w9/forms, GET /w9/forms/{id}).

25.8.3

Added

• Endpoint: POST /w9/forms/$create-and-send-email
  • A new endpoint that creates a minimal W9/W4/W8 form and automatically sends an email request to the vendor/payee.
  • Use Case: Streamlined workflow for creating and immediately requesting form completion from vendors/payees without requiring all form details upfront.

Changed

• BREAKING CHANGE:

  • Consolidated request and response models for POST, PUT, and GET on /avalara1099/1099/forms (single model per form type).

    • New request/response models: Form1099Nec,Form1099Misc,Form1099R,Form1099K,Form1099Int,Form1099Div,Form1095C,Form1095B, Form1042S

  • Consolidated request models for POST /avalara1099/1099/bulk-upsert (single model per form type).

    • New request/response model: Form1099ListRequest

  • POST /avalara1099/1099/bulk-upsert

    • new response model: JobResponse
    • Response Structure: Simplified bulk upsert job response structure by flattening nested jobData object
      • Moved all job attributes from jobData.attributes to root level
      • Replaced jobData.links.self with link field
      • Updated jobData.type to type
      • Maintained backward compatibility for processedForms array

  • Field name changes for API consistency:

    • recipientTin to tin (affects all form types).
    • fedIncomeTaxWithheld to federalIncomeTaxWithheld (affects 1099-MISC and 1099-R forms).
    • nameDba to dbaName (affects Issuers)
    • primaryWithholdingAgentName to Name (affects 1042-S form)
    • primaryWithholdingAgentEin to Ein (affects 1042-S form)
    • formType to type (affects POST /avalara1099/1099/bulk-upsert)

  • GET /avalara1099/1099/jobs changed to GET /avalara1099/jobs

  • BREAKING CHANGE: PUT /avalara1099/w9/forms/{id} returns error responses following the current format of the other endpoints, as defined by the ErrorResponse model.
    Example:

    {
        "title": "One or more validation errors occurred.",
        "errors": [
            {
                "type": "ReferenceId",
                "detail": "'Reference Id' must not be empty."
            }
        ]
    }
    

  • BREAKING CHANGE: W9 form response structure change for API consistency:

    • entryStatus and entryStatusDate properties are now nested within an entryStatus object:

        "entryStatus": {
            "status": "manual",
            "time": "2025-06-30T09:47:22.094921"
        }
      

    • This affects all W9 form responses (W9, W4, W8-BEN, W8-BEN-E, W8-IMY forms)

  • BREAKING CHANGE: Field name change for API consistency:

  • FedIncomeTaxWithheld to FederalIncomeTaxWithheld (affects 1099-MISC and 1099-R forms).

  • BREAKING CHANGE: POST /w9forms/{id}/$send-email

    • Response Type Change:
      • Previous: Returned IW9FormDataModelsOneOf (union of W4FormDataModel, W8BeneFormDataModel, W8BenFormDataModel, W8ImyFormDataModel, W9FormDataModel)
      • New: Returns W9FormBaseResponse (same as POST create endpoint)
    • Status Code Changes:
      • 200 OK: Email sent using existing form (form was already in 'Requested' or 'Bounced' status, or an existing reminder form was found)
      • 201 Created: Email sent using newly created minimal form (original form was in 'Signed', 'Manual', or 'Uploaded' status)
      • Previous Behavior: Always returned 200 OK with form-specific data model and sent email regardless of current form status.
      • New Behavior:
        • Returns 201 Created when a new minimal form is automatically created from an existing completed form
        • Returns 200 OK when sending a reminder email for an existing requested form
        • Now uses consistent response format with other form creation endpoints
    • Impact: This is a breaking change. API consumers must update their code to:
      1. Handle both 200 and 201 status codes as successful responses
      2. Process the new W9FormBaseResponse format instead of the previous form-specific data models

  • BREAKING CHANGE: Federal and State E-file now supports custom date scheduling:

  • federalEFile boolean field replaced with federalEfileDate DateOnly field (supported for all form types).

  • stateEFile boolean field replaced with stateEfileDate DateOnly field (supported for subset of form types and jurisdictions).

  • recipientEdeliveryDate DateOnly field added for scheduling recipient e-delivery (supported for all form types).

Fixed

• Fix error (500 HTTP Status Code) on GET /w9/forms and GET /w9/forms/{id} when trying to retrieve W9s with pending TIN match verification.

25.8.2

A1099

• BREAKING CHANGE: FatcaFilingRequirement type changed from string to boolean.
  • BREAKING CHANGE: Field name changes for API consistency:
    • recipientEmail to email;
    • recipientNonUsProvince to nonUsProvince;
    • foreignProvince to nonUsProvince;
    • totalCapitalGainDistr to totalCapitalGainDistributions;
    • unrecapSec1250Gain to unrecapturedSection1250Gain.
  • BREAKING CHANGE: Several 1099-DIV fields changed from string to decimal:
    • totalOrdinaryDividends
    • qualifiedDividends
    • totalCapitalGainDistributions
    • unrecapturedSection1250Gain
    • section1202Gain
    • collectiblesGain
    • section897OrdinaryDividends
    • section897CapitalGain
    • nondividendDistributions
    • federalIncomeTaxWithheld
    • section199ADividends
    • investmentExpenses
    • foreignTaxPaid
    • cashLiquidationDistributions
    • noncashLiquidationDistributions
    • exemptInterestDividends
    • specifiedPrivateActivityBondInterestDividends
  • BREAKING CHANGE: GET /w9/forms now returns a paginated list response, and each item in the list follows the same response schema as GET /w9/forms/{id}.
  • Enhanced bulk upsert
    • Endpoint POST /avalara1099/1099/forms/$bulk-upsert now returns processed forms for improved user experience:
    • Small batches (<1000 forms): Returns processedForms array immediately in response, eliminating need for polling jobs endpoint.
    • Large batches (≥1000 forms): Continues to use asynchronous job processing with job ID for status polling
    • Processed forms result set follows the same schema as GET /avalara1099/1099/forms endpoint for consistency

25.8.1

A1099 SDK

Added

• tinMatchStatus object added to response (POST w9/forms and GET /w9/forms/{id}).
• secondTinNotice property was added to the responses.
• noTin property was added to the responses.
• Support for new form type 1095-C in the bulk upsert endpoint.

Changed

• BREAKING CHANGE: 1099-MISC property name changes:
• Added fishPurchasedForResale property to both request and response;
• Added fatcaFilingRequirement property to request and response ;
• Renamed medicalHealthCarePayments to medicalAndHealthCarePayments
• Renamed excessGoldenParachute to excessGoldenParachutePayments
• Renamed grossAmountPaidAttorney to grossProceedsPaidToAttorney
• Renamed section409AIncome to nonqualifiedDeferredCompensation

Customer Impact: Existing 1099-MISC integrations will need to update their property names to match the new naming convention.

25.8.0

What's Changed

• ELR v1.4 APIs are now released!

25.7.2

A1099 SDK

BREAKING CHANGE: Object name changes for SDK:FormRequestCsvBase to FormRequestListItemBase
BREAKING CHANGE: Field name changes for API consistency:PayerMadeDirectSales to DirectSalesIndicator

Customer Impact: Existing SDK integrations will need to update their SDK version to the latest.

In the context of a form list object from GET /1099/forms, name: List1099Forms

• ValidationErrorApp to ValidationErrorResponse

• CoveredIndividualReference to CoveredIndividualReferenceResponse

• Form1095B to Form1095BListItemResponse

• Form1099Base to Form1099BaseResponse

• Form1099K to Form1099KListItemResponse

• Form1099List to Form1099ListResponse

• Form1099Misc to Form1099MiscListItemResponse

• Form1099Nec to Form1099NecListItemResponse

• Form1099R to Form1099RListItemResponse

• Form1099StatusDetail to Form1099StatusDetailResponse

• StateEfileStatusDetailApp to StateEfileStatusDetailResponse

25.7.0

A1099 Changes

Fixed

• Update GET /1099/forms to support return types of 1099-NEC and 1099-MISC.

BREAKING CHANGE: Field name changes for API consistency:

• RecipientFederalId renamed to Tin
• FederalIdType renamed to tinType
• streetAddress renamed to address
• streetAddressLine2 renamed to address2
• addressRecipientSecond renamed to address2

25.6.0

What's Changed

• 25.6.0 by @svc-developer in #1

New Contributors

• @svc-developer made their first contribution in #1

Full Changelog: 24.12.1...25.6.0

24.12.1

Update module pattern for namespaces in SDK

24.12.0

Avalara Unified SDK - ELR V1.2 Initial release of SDK