3 minutes

W-9 Form 2024

Use the editable W-9 template to securely share your Tax Identification Number with your customers.

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(5 / 5) 62 votes
Rate

(5 / 5) 62 votes
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Swift, Safe Route to Share Your Social Security Number

Craft your template once, then access and reuse it effortlessly across all your devices. Say goodbye to repetitive data entry - just make swift adjustments as needed.

1. Fill Out W-9 Form

2 min

Fill in your information and Tax Identification Number (SSN or EIN).

Swift, Safe Route to Share Your Social Security Number

2. Add Signature

30 sec

eSign form by clicking "Sign Field" at the end of Part II.

Swift, Safe Route to Share Your Social Security Number

3. Send to your Client

30 sec

Click the “Send” button and opt to “Send via email” or download it as PDF.

Swift, Safe Route to Share Your Social Security Number

Smarter Approach to Simplify Your 1099 Process

Planning to compensate a freelancer or contractor with more than $600? It's prime time to secure their W-9 form! This proactive step paves the way for effortless 1099 filing down the road. Here's the most efficient method to accomplish this:

1. Request a W-9

1 sec

Hit the “Request a W-9” button to send the contractor a link to the fillable form and use our ready-to-go email template or draft a personal message.

Smarter Approach to Simplify Your 1099 Process

2. Get the Completed Form

5 min

As soon as the contractor finishes and signs the form, you'll get an email notification.

Smarter Approach to Simplify Your 1099 Process

3. Manage Shared Docs

1 min

IRS requires all requesters to keep W-9s for 4 years. Store and manage all the completed forms in one secure place.

Smarter Approach to Simplify Your 1099 Process

W-9 Form Essentials

The W-9 form, officially known as the "Request for Taxpayer Identification Number and Certification," is crucial in U.S. business operations. Here's what you need to know:

Purpose:

  • 1. Collects tax information from contractors and freelancers.
  • 2. Payments of $600 or more annually are required.
  • 3. Helps businesses accurately report payments to the IRS.

Key Information Requested:

  • 1. Name and business entity type.
  • 2. Taxpayer Identification Number (TIN) or Social Security Number (SSN).
  • 3. Address and tax classification.

Our Solution:

  • 1. Easy-to-use digital W-9 forms.
  • 2. Simple and secure sharing of the form.
  • 3. Safe information collection and storage.

Stay compliant, save time, and focus on growth with our efficient W-9 management tools.

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Secure W-9 Handling at Your Fingertips

Fast-track your tax compliance by filling out, sending and keeping your W-9 safely.


(5 / 5) 62 votes
Fill out, sign and send your W-9 in just 3 minutes
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