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usersteve1
Level 2

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?
26 Comments 26
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 2

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 2

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.

Kenny76
Level 1

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

so basically you gave this guy the run around and never helped him or updated you product to resolve this issue. I have the same issue and do not have time to sit on the phone. How do you resend the link? The real answer is either you don't know or it isn't possible because nothing suggested works.

Kenny76
Level 1

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

You all just gave this guy the run around. you have no answer so why don't you just say so. product sucks

JamaicaA
QuickBooks Team

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

I'm here to ensure you’re able to resend the link so your contractor can fill out the the W-9 information in QuickBooks Online (QBO).

 

You can either Send a reminder or Send email. Please know that the way you created your contractor makes a difference. To clarify, there are two ways to resend the invite to your contractor.  If you selected the box to email them upon setting up, you’d be unable to see the send a reminder. Don’t worry, I’ll be here to share a workaround so you can resend the link.

 

When we Send a reminder link will show when you've added a contractor recently and you haven't entered details in the contractor's profile. Also, this link will appear when you check the Email this contractor. Otherwise, this will remove the send reminder link to complete their profile information.

 

In addition, the Send email link will show when you didn't check the Email this contractor. Once you've filed the date in the contractor's profile, the link to send an email will follow.


Please note that if the contractor has clicked the email reminder the invitation will be unavailable because the invitation has been accepted. If they haven't completed the setup the ER will need to contact the contractor to finish the setup. Then, we can delete contractors and recreate them to send out the new invite.

 

For future reference on how to set up Direct Deposit (DD) and other related topics, please visit this article: Contractor direct deposit. Paying your contractor via DD makes your work a faster and more efficient way of paying them instead of cash or check. 

 

Here's an article you can read on for more details: Invite a contractor to add their own 1099 tax info.

 

You might also want to check out this article to learn how to add contractors or vendors when preparing 1099s.

 

Feel welcome to swing by anytime if you have QuickBooks questions. You can always count on us here in the Community to help you every step of the way.

SARGuy
Level 2

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

I have the same issue. The issue exists on five separate companies and the "workarounds" are basically useless. I can't recreate a contractor if they are already attached to time entries and billing. The development of this portion of the product sucks. It has sucked for many years and does not get better. Definitely worth the $1,000 a year that is being paid to Intuit for a product that doesn't work for basic functionality (sending a stupid reminder).

Swarty01
Level 2

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

These "workarounds" DO NOT WORK.  This is a 2-year-old problem. I could have outsourced this and fixed it in less time that you spent trying to convince people they could fix it themselves with workarounds...   QB obviously knows it has an issue and is deflecting vs fixing.  Spend less money on deflectors and more on programmers....  

frustratedwqub
Level 1

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

Same issue and the workarounds don't work.  I spend so much time trouble-shooting these types of quickbooks issues. It's always "sorry we forgot to unlock the front door. so go in through the side door then duck the bullets whizzing overhead then jump over the crocodiles.  That should work."

 

 

JessT
Moderator

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

Hi there,

 

I understand the feeling when trying to fix an issue for a long time, and nothing happens. Please know that the Resend link currently has reported cases. Therefore, I recommend requesting your contractor's W9 information, so you can manually enter it into QuickBooks.

 

Enter the contractor's information:

 

  1. Go to Payroll and select Contractors.
  2. Click the name of the contractor.
  3. Click the Waiting for info hyperlink in the Details tab.

 

On the other hand, if you're working on your contractor's 1099 form, you can use this article as a guide: Create and file 1099s with QuickBooks Online.

 

Please don't hesitate to reach back out if you have more help completing your contractor's data. Take care!

Swarty01
Level 2

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

Another workaround that DOES NOT work.....   The personal details are already input for the contractor.  The documents tab is where you have to add the w-9 and it has the "waiting for info" text but guess what...?  It is NOT a hyperlink.  you see a circle with a slash through it when you move the cursor over it... 

 

I have all the employee details.  What is missing is the W-9.  You cannot add the W-9 on the details screen, you have to add it in the DOCUMENTS screen...  You cannot click on "waiting for info" in the documents window..

You guys have locked everyone - the company and the contractor - out from adding the W-9....   Maybe there is a hyperlink in your special version but for us, paying customers, it doesn't exist.... 

Just fix the problem - it is over 2 years old.  Enough with the work arounds... It probably won't matter as I am actively looking at other payroll software.  You guys either can't fix it or don't want to fix it.

SARGuy
Level 2

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

This response is valid ONLY if you have a payroll subscription. Contractors are not part of payroll, they are contractors so there is a big disconnect between what you are stating people should to do fix the problem and the actual interface functionality. I would recommend actually using the product in different scenarios to ensure you are providing an accurate solution. I had to sign up for a trial payroll subscription to enter the contract information and then, I can cancel the subscription once I have the data entered.

Swarty01
Level 2

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

I have the payroll function and it doesn't work. You can't enter the W-9 from the details screen, only the documents screen and the document screen doesn't have a hyperlink and the contractor can't log-in.  Everyone is locked out....  

CourtneyArnt
Level 1

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

I'm having this same issue July 2023. This should have been fixed years ago. 

AlcaeusF
Moderator

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

Hi,

 

I appreciate you for reaching out to us here in the Community. I'm here to help you with your concern about having your contractors complete their W-9 forms.
 

I recommend following the recommendations above to resend a link to your contactor. If the issue persists, contact our QuickBooks Support Team for further assistance.

 

They'll be able to check the issue further regarding completing the W-9 information. Our support for Plus, Essentials, Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day.

 

Here's how you can reach them:

 

  1. Click the Help tab in the upper-right corner.
  2. Go to the Assistant tab.
  3. Click Get help from a human.
  4. Choose Chat with us or Have us call you.

 

Also, we have a link you can visit to learn more about W-9s, as well as some details about creating 1099s in QuickBooks: Invite a contractor to add their own tax info.

 

Let us know if you still have more concerns about entering the contractor's W-9 information by leaving a reply. We'll be sure to lend a hand. Take care, and have a great rest of the day.

searchrescue
Level 1

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

I'm having the same problem.

 

The "talk to a human" thing doesn't work. I've been on the support chat for over an hour, being passed from Workforce to Payroll to Contractor department. No one is able to solve it.

 

We tried creating a new contractor and then "merging" the vendors. That didn't work. Nothing is working.

 

Guess what Quickbooks, it is BROKEN. Please create a fix.

Swarty01
Level 2

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

I switched to Gusto for payroll and never looked back. 100% easier to use and handles contractors with ease.  Directly connects to QuickBooks so your books will still be right without additional effort and it costs less.  QB have known about this problem for years and haven't fixed it.  Quit wasting your time with them.  Payroll function is overpriced and broken.  

JamaicaA
QuickBooks Team

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

Hello there, @searchrescue.

 

I recognize the inconvenience of being passed on to different departments for resolution. The function of the program is also critical to do your work efficiently. Your effort to attempt to merge the vendors is also appreciated.

 

Since you're still experiencing issues, I highly recommend contacting our Support Team. I know you already reached out to them, but this issue requires personal information. We protect customer's data that's why our representatives are the only ones who can pull up your account securely.

 

Here's how:

 

  1. Go to the Help icon and choose Search.
  2. Click the Contact Us button and enter your concern.
  3. Press Continue.

 

Please note our operating hours so you can contact us timely. For other ways to reach us, refer to this article: QuickBooks Online Support.

 

The Support Team should be able to assist you in figuring out this matter. In case you need help with managing the w-9 form or contractors, add them below. I'll be glad to assist you further.

searchrescue
Level 1

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

I spent almost 90 minutes with the support team today. There is currently no solution to the problem. They are not able to assist until Quickbooks fixes the problem.

 

Just to summarize the problem....

 

If you "invite" a contractor to sign up through Quickbooks Self Employed, so that they can see their pay stubs and 1099's, they receive a link via email. But that link can expire. Once that link expires, there is NO WAY to resend the link. There is no way at that point for the contractor to get access to their pay stubs and 1099's. 

 

I'm not saying it's hard to do, I'm not saying it's complicated to do. I'm saying there is NO WAY for the contractor to get access once the original link has expired. The invite email cannot be resent, neither by me (the user) nor by the Quickbooks support team.

searchrescue
Level 1

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

I spent almost 90 minutes with the support team today. There is currently no solution to the problem. They are not able to assist until Quickbooks fixes the problem.

 

Just to summarize the problem....

 

If you "invite" a contractor to sign up through Quickbooks Self Employed, so that they can see their pay stubs and 1099's, they receive a link via email. But that link can expire. Once that link expires, there is NO WAY to resend the link. There is no way at that point for the contractor to get access to their pay stubs and 1099's. 

 

I'm not saying it's hard to do, I'm not saying it's complicated to do. I'm saying there is NO WAY for the contractor to get access once the original link has expired. The invite email cannot be resent, neither by me (the user) nor by the Quickbooks support team.

shermizzle
Level 3

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

@searchrescue  Not only is it not possible to resend the link, but for ALL of my contractors, they tried to access the link within minutes and it was expired.  I spent the 90 minutes with "support" and got nowhere.  Funny how I kept getting disconnected as soon as the rep figured out that there is no way to fix it, and no notes on the account so I would have to start ALL OVER.  This habit of getting disconnected is also a 'known bug' and yet years later, it still happens.  It is insulting that they even call it customor 'support'. 

Swarty01
Level 2

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

Move your payroll and contractor pay to Gusto.  You'll thank me later. 

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