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whitneyduque35
Level 1

Can anyone tell me how to access my W-9 form in order to email it? Thanks.

 
1 Comment 1
Emily M
QuickBooks Team

Can anyone tell me how to access my W-9 form in order to email it? Thanks.

Welcome to the Community, @whitneyduque35.

 

Let’s walk through together on how to view W-9 forms.

 

Here’s how:

  1. In the Workers tab, go-to contractors and click Add a Contractor.
  2. Enter the contractor’s name and email address, ensure the box is checked to invite them to enter their information and then Submit.

 

  1. The contractor will receive an email for the invite and will be asked to create an Intuit account.
  2. The contractor indicates whether they file using a Social Security number or a Federal Identification Number.
  3. They’ll be prompted to fill in the fields required for the W-9 form and verify IRS certification questions.
  4. We display a populated W-9 form, ready for electronic signature.
  5. As they follow the prompts to sign, DocuSign will display the option to choose a style font or draw their signature
  6. Once the contractor accepts and signs the document, the contractor and vendor profile inside QuickBooks Online updates with the address, tax ID and more.
  7. The completed W-9 form will be ready to view and download in the documents tab.

 

Note: In the Personal details section it’ll show that you’re waiting for information.

 

I’m providing a detail link about W-9 Forms below:

https://quickbooks.intuit.com/blog/whats-new/you-can-do-what-in-quickbooks-collect-contractor-w-9s/

 

If you have any questions feel free to comment below. I hope you have a great day.

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