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usersteve1
Level 1

How does one resend the link for a contractor to complete their W-9 form?

Hey Quickbooks... I need to resend a link for one of my contractors to fill in their W-9 information. I have followed all of the "solutions" posted in here without success. This issue has apparently been a problem for years and the fact that it is still happening sucks. Your product doesn't work, and I don't have the time to sit on the phone or chat for hours with someone telling me to "clear my cache" or "use an incognito window". IT DOESN'T WORK, so STOP telling people to do it. Neither does making the contractor inactive and then reactivating. Neither does using a different browser. There is NO "personal information" in the contractor's details to delete. FIX THE ***** ISSUE. This is basic stuff. Seriously, what is going on over there?
5 Comments 5
Ethel_A
QuickBooks Team

How does one resend the link for a contractor to complete their W-9 form?

This isn't the kind of experience I'd like you to have,usersteve1.

 

Let me share with you a workaround or how to send a reminder to a contractor to fill out the form when the link to send is no longer available.

 

Here's how:

 

Let's check the contractor's profile if the Waiting for info link shows there so you can send an email.

You'll need to enter the Personal details and ensure to indicate the email address in the contractor's profile. I'll show you how:

 

  1. Go to Workers, then Contractors.
  2. Locate and click the contractor you'd like to modify from the list.
  3. Click on the Personal details sections to bring up the Edit page.
  4. On this page, enter the valid email address of your contractor.

 

You may also want to check these links to learn more information about inviting contractors:

 

Keep on posting if you have other questions about sending W-9 form. I'll be here!

usersteve1
Level 1

How does one resend the link for a contractor to complete their W-9 form?

1. I have no "Workers" link.  I assume you mean "Payroll".

2. When I click on the contractor and then the "Waiting for info" link, it simply pulls up a screen where I have to enter the W-9 information myself.  I have their correct email address inputted already.

3. What I need is a way to resend the link because they are getting "Link expired" error when they try to click on the one that was already sent.

 

This is the same solution I have tried multiple times.

ChristieAnn
QuickBooks Team

How does one resend the link for a contractor to complete their W-9 form?

Hi there, usersteve1.

 

Welcome back to the thread. I appreciate you for performing some steps to resolve the issue.

 

To resend the link, I suggest going to the Worker/Payroll section and choose each contractor's name so you're able to see Send a reminder option to resend the 1099 Form.

 

Here's how:

 

  1. Click the Worker/Payroll menu on the left panel.
  2. Choose the Contractors section.
  3. Select contractor's name to resend the 1099 Form.
  4. Press on the hyperlinked Send a reminder beside the contractor's name.

 

Once done, you'll have to confirm with your contractors if they receive 1099 invites again. Please take note that the invitation you sent to your contractor expires after 24 hours. 

 

To learn more about inviting a contractor in QuickBooks Online, please check out this article: Invite a contractor to add their own 1099 tax info. 

 

Please refer to this article to view detailed information on how you can prepare, file, and why do you need to file 1099: Create and file 1099s using QuickBooks Online.

 

That should now allow your contractors’ to add their personal info and get back to business. Reach out to me if you have any follow-up questions, I’m always here to help. Have a good one!

usersteve1
Level 1

How does one resend the link for a contractor to complete their W-9 form?

The "Send a Reminder" link does not exist for me in any Payroll, Contractor, or Data Input screen.  That IS the problem.

 

This is the exact same problem I see in comments dating back several years in this forum.  I said above that I have tried every solution I have seen in every prior forum post on this topic.  What is the process for escalating this to someone who can help?

 

These are the things I have tried:

1. Inactivating the contractor and reactivating.

2. Removing and re-adding the email address.

3. Clearing the browser cache and all web data.

4. Using a different browser.

5. Using Incognito mode.

6. Deleting all contact info for the contractor from the Expenses > Vendor menu.

 

No link to reset the link or send a reminder appears anywhere.  I need a SOLUTION that does not include any of the above approaches.

Mark_R
QuickBooks Team

How does one resend the link for a contractor to complete their W-9 form?

I want to make sure this issue is taken care of, @usersteve1.

 

I appreciate you taking the time and effort you exerted to resend a link to invite your contractor. I'd like to redirect you to the best support group available to get this addressed right away.

 

Since all the troubleshooting steps you've performed aren't working, I recommend contacting our QuickBooks Support Team. This way, they can further check on this matter and provide additional troubleshooting steps to get this resolved. They can also create an investigation ticket if other users are experiencing the same. Here's how to reach them:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
  4. Hit Contact Us.

 

You can also check out this article for another way of reaching out to our support team and its support hours: QuickBooks Online Support.

 

Once your issue is fixed, you might want to learn how to prepare and file 1099s for your contractors in QuickBooks Online. Here's an article you can read for more guidance: Create and file 1099s.

 

Our doors are always open to help you again if you have any other concerns or follow-up questions about inviting contractors. Have a great day ahead.

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