Thanks for taking the time to share your concern here in the Community, Charles. I'm here to provide some information about updating information on your W-9 form in QuickBooks Self-Employed (QBSE).
You only need to fill out your W-9 form once. If you need to make any changes, you'll need to do so before your client submits your 1099-MSC to the Internal Revenue Service (IRS). Additionally, I can see that you performed some steps to edit the form, but the option to edit was unavailable. Let's work together to address this issue by troubleshooting. A cache-related problem may be causing the option to edit the form to be unavailable.
Let's start by accessing your QuickBooks account on a private window. You can use these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Option + P
- Edge: Ctrl + Shift + N
Afterwards, check if you can edit the form. If everything works smoothly, I recommend going back to your regular browser to clear its cache. You can also switch to a different supported one.
Alternatively, you can reach out to your client so they can update the information on their QuickBooks Online account. You can follow the steps below to do so:
- Sign in to QBSE using the same account you used to fill out your W-9.
- Click the gear icon at the top right.
- Select Tax profile.
- Make changes as needed.
Please take note that the info automatically updates for your client as well. I suggest notifying them of any changes.
You can check out this resource for more information: Fill out a W-9 and view your 1099-MISC.
For future reference, here's a guide on obtaining your tax info from QuickBooks: Get quarterly and annual tax info from QuickBooks Self-Employed.
If you have any further questions about tax forms in QuickBooks, please feel free to post them here in the forum, Charles. I'll get back to you as soon as possible. Take care!
