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frenchbroadsu
Level 1

Does a contractor have to fill out their own w9? Can I do it for them?

Can I upload a w9 for my contractor? Does he have to submit it himself?
Solved
Best answer November 25, 2019

Best Answers
BigRedConsulting
Community Champion

Does a contractor have to fill out their own w9? Can I do it for them?

Yes, they need to do it. You can't do it for them.

 

Well I suppose you could sit together and do it for them if they are incapable, but they do need to sign it.

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6 Comments 6
ShallyMarR
QuickBooks Team

Does a contractor have to fill out their own w9? Can I do it for them?

Hello, frenchbroadsu.

 

Good to see you here in the Community.

 

Allow me to share some information about updating your W9 information in QuickBooks Online.

 

No, you don't need to upload W-9 for your contractor. But instead,   QuickBooks will let you send an email invitation to your contractors to fill out and submit their W-9 information.

 

Here's how to send an invitation:

 

1. Select the Payroll menu.
2. Click Contractors.
3. Then tap the Add a contractor button.
4. Fill out the necessary information such as Name and Email.
5. Put a checkmark on the box by agreeing the "Email this contractor to complete their profile".
6. Hit Add a contractor.

 

 

Once the contractors update their information, they don't need to submit those themselves. Thus, QuickBooks will automatically update those in your account.

 

Please refer this article for more information about collecting W-9's information from your contractor: Invite a contractor to add their own 1099 tax info.

 

For future reference, you can check this article about filling of 1099's: Create and file 1099s using QuickBooks Online.

 

Reach out to me if you need further assistance, I’m always here to help. Take care and have a great day!

BigRedConsulting
Community Champion

Does a contractor have to fill out their own w9? Can I do it for them?

Yes, they need to do it. You can't do it for them.

 

Well I suppose you could sit together and do it for them if they are incapable, but they do need to sign it.

XS Pixels LLC
Level 1

Does a contractor have to fill out their own w9? Can I do it for them?

I am having an issue with my contractor not being able to login and submit their info. They have a personal intuit account and when they try to login it gives an error. When they they try to create a new account it says they cant because their e-mail is already in use.

Jovychris_A
Moderator

Does a contractor have to fill out their own w9? Can I do it for them?

Hi @XS Pixels LLC.


Let me share some insights on how your contractors can share their W-9 information.

 

Once they have received the email invitation, they'll prompt to create a QuickBooks Self-Employed account (an Intuit account). That said, they can enter their W-9 information there, and automatically the contractors' details will sync to your QuickBooks account.

 

Also, in case you'd entered any contractor's information manually in your QuickBooks account, the invitation link will be voided and needs to manually filled out regardless the contractor accepted and completed the details.

 

Though they use their email to sign-up with intuit, they're unable to create two QuickBooks Self-Employed accounts. For that reason, they'll get a prompt to contact our Care Support team to verify their email address and able to login to their Intuit account if they're unable to access it. There they'll help check their credentials and sign in to their accounts seamlessly through a safer environment.

 

Your contractor can contact them by following these steps:

  1. Open this link https://selfemployed.intuit.com/createTestDriveUser
  2. Click Continue to test drive.
  3. Select Assistant on the top right.
  4. Type "need a human" then enter "Sign in".
  5. Click I still need a human.
  6. Choose a way to get support (through chat or getting a callback).

 

Feel free to drop by again if you have more questions in mind about vendors/contractors. I'll keep my notifications open. More power to your business!

YB2020
Level 1

Does a contractor have to fill out their own w9? Can I do it for them?

We have our own hosted web app with a W9 details form, the vendors fill their own W9 data and we send it to quickooks using the intuit developer API.

The problem is that we don't want to make every vendor to create or login when we send the data.  We're using the OAuth authentication method to get the token.


Is there a way around so that the vendor can skip the login/create account when they send the data via our app?  (hardcoding the admin account somwhere, or manipulating the quickbooks form, or else) 


Please. Thank you in advance.

ShiellaGraceA
QuickBooks Team

Does a contractor have to fill out their own w9? Can I do it for them?

Thanks for joining us here today, @YB2020.

 

Let me guide you in the right direction about the coding to skip the sign-in account portion. We have a separate forum for developer that can help you get answers to questions like yours. You'll want to visit out Intuit Developer site through this link.

 

You can also click on the API Docs & Tools for more resources. Below is a screenshot of it looks like.

 

 

 

In case you need help with other QBO tasks, feel free to browse this link and select a topic.

 

I'm always here if you still have questions or concerns about the program. 

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