Invite a contractor to add their own tax info

Invite your contractors to complete their own profile and tax info in QuickBooks Onlineand QuickBooks Contractor Payments. This isn't available in QuickBooks Desktop.

When you hire a contractor, they need to complete and sign a W-9 that includes their name, address, and EIN or Social Security number. You’ll need this info for tax time. QuickBooks Online and QuickBooks Contractor payments encrypt ‌sensitive tax info to keep it secure.

Note:

• For more information about W-9s, see the Internal Revenue Service’s Instructions for the Requester of Form W-9.

Check out this video on how to set up your contractors in QuickBooks Online.

Email your contractor a request for tax info

Ask your contractor for their W-9 and bank info by email. You can do this when you’re adding them to QuickBooks, or ask later.

We’ll email your contractor an invite to fill out their tax info. They’ll need an Intuit account to do so. If they don’t have one, they can create an account.

Next steps

When your contractor gets the email, they’ll enter their W-9 info and digitally sign the form. We store their personal information in their Details tab, and a PDF of the signed W-9 in their Documents tab. 

We sync your entry for the customer to match any updates to their QuickBooks account info.

Related links

• Instructions for the Requester of Form W-9 (IRS)
• Get answers to your 1099 questions
• Fill out a W-9 and view your 1099
• Set up contractors and track them for 1099s