
Welcome! Getting your contractor's tax info sorted just got a whole lot easier and faster. This quick guide will walk you through our streamlined W-9 import process. Understanding these simple steps means you can keep your records perfectly accurate with minimal effort, ensuring smooth sailing for tax season. Let's make managing your 1099s a breeze.
Before You Start
- Your Essential Tool: Please have the completed Form W-9s from your wonderful contractors or vendors saved and ready to go.
- File Formats We Love: We happily support PDF, JPG, and PNG files.

What Happens Next?
Once everything looks great and you hit save, we'll automatically update your records. The new W-9 information will instantly replace the old details in your contractors' profiles. Easy peasy!
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