Assemble year-end 1099 data for landlords
At year end, WebRun opens Traction Ag, totals each landlord and vendor's reportable payments, builds a clean 1099 workbook in Excel with names, TINs, addresses, and box totals, flags anyone missing a W-9, and posts the team a Slack summary, ready for a person to review and file.
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How do I assemble year-end 1099 data for landlords automatically?
At year end, WebRun opens Traction Ag, totals each landlord and vendor's reportable payments, and builds a clean 1099 workbook in Excel with names, TINs, and box totals. It flags anyone missing a W-9 and posts the team a Slack summary, leaving the workbook ready for a person to review and file, so 1099 season starts organized instead of scrambling.
- 1099 data is assembled and totaled, not gathered by hand
- Missing W-9s are flagged before filing, not during it
- Every box total ties back to payments recorded in Traction Ag
Built for row crop farmers · farm bookkeepers · land managers · farm accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
tractionag.comin a real browser with your saved login - no setup, no API keys. -
1
Traction Ag - total reportable payments
tractionag.com How to Automate Traction Ag
WebRun opens Traction Ag to total each landlord and vendor's reportable payments. - Open Traction Ag and total the reportable rent, share, and vendor payments for the year
- Capture each recipient's name, TIN, and address from the landlord and vendor records
- Note anyone over the reporting threshold who is missing a W-9 or a TIN
Done when Every reportable recipient has a year total and their details captured.
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2
Excel - build the 1099 workbook
microsoft.com How to Automate Excel
WebRun builds the 1099 workbook in Excel with names, TINs, and box totals. - Open a fresh 1099 workbook and add a row for each recipient
- Fill the name, TIN, address, and the box total from Traction Ag
- Mark rows missing a W-9 or TIN so they are fixed before anything is filed
Done when The Excel workbook holds every recipient with totals, with gaps clearly marked.
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3
Slack - summarize what is ready
slack.com How to Automate Slack
WebRun posts the team a Slack summary of the assembled 1099 workbook. - Post the team a summary of recipient count, total reportable dollars, and rows needing a W-9
- Note that the workbook is assembled for a person to review and file, not filed by WebRun
- Keep it an internal summary for the team, with nothing sent to a landlord or the IRS
Done when The team has a Slack summary and the workbook is ready for review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file the 1099s for me?
No. WebRun only assembles the data into an Excel workbook and posts an internal summary. A person reviews the totals, fixes any missing W-9, and files the 1099s, so nothing is submitted to the IRS on its own.
How does it handle a landlord missing a W-9?
It marks any recipient over the threshold who is missing a W-9 or TIN, so the gaps are obvious and can be collected before filing rather than discovered during it.
Where do the totals come from?
From Traction Ag, which tracks rent, share, and vendor payments across the year, so each box total on the workbook ties back to the payments actually recorded in your books.
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