Open finance skill
Vendor 1099 readiness
Which supplier records are missing information before 1099 preparation?
Check invented supplier records for missing classifications, tax identifiers, addresses and payment totals. This is a readiness check, not tax advice or filing software.
Records you need
- ✓Supplier list
- ✓Payment totals
- ✓Required information
What you get
- ✓Complete records
- ✓Records with missing fields
- ✓Classifications needing review
Checks performed
- ✓Required fields present
- ✓Payment totals added up
- ✓Classification needs review
From finding to decision
Collect the supplier’s identity and records before deciding what to file.
This skill organizes missing information. Supplier labels, payment totals and a completed questionnaire alone do not determine tax reporting obligations.
- Identify the legal payee and keep the current supporting tax documents private.
- Separate payment methods and sets of payment records. Do not assume they all have the same reporting treatment.
- Give the preparer a list of missing information or uncertain classifications with the supporting records.
Evidence ready for review
The required records are present and the preparer has responsibility for unresolved classifications.
Who makes the next decision?
A qualified tax preparer determines applicable reporting rules and filing treatment.
Collect the supporting records from your software
Level diagnostic method reviewed . Apply it to the selected records and accounting policy; the teaching example does not resolve a live account.
Guided synthetic example
See the check from input to decision
A vendor has incomplete classification and tax-identifier fields. This readiness check reviews missing fields regardless of payment amount; it does not apply a reporting threshold.
How review effort might be shared
An illustrative allocation is 15% collecting records, 20% applying checks, 10% flagging results, 25% investigating reasons, 20% finance review and 10% choosing an action. These percentages were not measured across engagements. Actual effort varies with data quality, complexity and the issue found.
Start with the source records
| Vendor | Payments | Entity type | Tax ID | Address |
|---|---|---|---|---|
| Example Repairs | $1,200 | Not classified | Missing | Complete |
| Sample Electric | $4,800 | Corporation | On file | Complete |
Apply the documented check
Aggregate eligible payment records and flag missing identity, classification, tax, or address fields.
Surface the flagged result
Needs review
Example Repairs requires review because its entity classification and tax identifier are missing.
Use recorded finance judgment to analyze possible reasons
At Level, we record the review logic, known explanations, and questions our finance professionals use in this situation. AI applies that documented human judgment to organize the most plausible reasons, without pretending it knows which reason is true.
Possible reasons to investigate
The check identifies incomplete records. It does not determine tax treatment, filing responsibility, or whether a payment is reportable.
Make the final human judgment
In a Level engagement, a Level finance professional validates the source evidence, challenges the AI-assisted analysis, and decides which explanation is supported.
Make the operating decision
Have the responsible tax or finance professional validate classification and obtain the appropriate documentation.
Each skill uses an independent synthetic scenario. Shared month labels do not mean the examples describe one company or a single financial period.
Use this system
Start with the example, then inspect the structure
The JSON download is a sample record file to inspect with an AI assistant or developer. It is not a file to upload into your accounting software.
- Download the invented input and expected output.
- Replace one field at a time with a safe test value.
- Compare the result with the expected structure.
- Have a finance professional review every exception before acting.
Website example JSON and registry: CC BY 4.0 (attribution required). Downloadable toolkit ZIP: MIT. Each version identifies its own frozen examples.
Developer preview: AI-assistant helper (MCP)
This tool call returns fixed, invented sample records only. It does not connect to your books. Read the setup instructions.
run_synthetic_example {"slug":"vendor-1099-readiness"}Human review is part of the system
This check organizes evidence and surfaces exceptions. A person with finance domain expertise still needs to interpret the result, validate the source records, and discuss the operating decision.
Open source does not mean open client data. We publish reusable finance tools, checks, templates, and playbooks. Client records, workpapers, credentials, communications, and private configurations remain confidential.
Use it yourself, or bring us the messy part
Get a one-page plan for checking your records
Tell us where the records stop making sense. We will reply with the first check to run, the records it needs, and the decision that still needs human finance judgment.
Install the free skills yourself