Use our guided process to help create a correct and complete W-9 form.
Manage all your W-9 forms in one place.
Let us help determine what vendor payments are 1099-MISC reportable.
Find out how W9manager can help you or your business manage W-9 forms with ease.
Use our guided process to help correctly create your W-9 form with context-sensitive help.
Avoid using your Social Security number.
Send your W-9 from anywhere on any device as often as needed.
Securely send your W-9 form using 256-bit SSL encryption. No more unsecure emailing.
Request electronic W-9s with improved accuracy and completeness.
Determine what vendor payments are 1099-MISC reportable.
Manage W-9s centrally while allowing anyone in your organization to request them.
Obtain authorization from vendors to send 1099s electronically and avoid mailing paper forms.
Set up anyone in your company to request an electronic W-9 when adding a new vendor, in the office or on the road, from any mobile device.
Vendors use our guided process to complete an electronic W-9 and send it securely to your account for free, avoiding unsecure emailing.
Receive notification of W-9 receipt and then use our reportability guide to determine whether payments to the vendor are 1099-MISC reportable.
Store, sort and search on any data record and download as needed. Receive status emails and respond to alerts.
Send an electronic W-9 request to anyone from any device at any time. Automatic reminders help to ensure a timely response.
An email with the company’s contact information will be sent to the vendor requesting that they complete an electronic W-9 form online. The vendor will create a W9manager account, validate their email, create their W-9 form and electronically sign. The W9manager create process is a guided process with context- sensitive help that enables the user to create a more accurate and complete W-9. The requesting company will then receive an alert when the W-9 form has been completed.
Prepare for 1099 season now by ensuring you have a validated, complete W-9 for every vendor and know what payments are 1099-MISC reportable and why.
Our 1099-MISC reportability guide makes it easy to comply with complex IRS information reporting requirements. You select the type of payment being made and W9manager compares this to the tax classification reported on the W-9 form. With this information W9manager tells you if the payment will be 1099-MISC reportable, not reportable or unknown. If the payment is likely reported on another 1099 form, W9manager will notate that outcome.
Avoid the time-consuming task of printing, stuffing and mailing 1099s. Vendors are given the option to opt in to receive 1099s electronically if they agree to the required IRS disclosure.
The IRS requires that paper 1099 forms are physically mailed out annually summarizing all reportable payments made to vendors. The IRS provides an option to opt in to receive 1099s electronically if the vendor agrees to the required IRS disclosure. Companies are also required to comply with certain notifications and provide opt-out options. W9manager handles all these tasks. When electronic delivery is authorized, paper 1099 forms no longer need to be mailed.
Receive alerts within W9manager and by email. Alerts include requests for your W-9, returned email requests, vendors with no W-9 and receipt of W-9 forms.
The main dashboard in W9manager shows all your alerts. Click on the “Take Action” button next to the alert and W9manager will guide you through the process to resolve the alert. You also receive weekly status emails and individual emails when a W-9 is received or requested.
Users can easily request, create, send and receive W-9 forms from anywhere using mobile phones and tablets.
Companies are able to send a request for a W-9 form to anyone from a mobile device. In turn, independent contractors and vendors are able to respond to requests by creating their W-9 form and sending it back securely from their mobile device. All W-9s received are captured centrally on the requester’s W9manager account.
Manage all your W-9s in one central online account. Manage multiple companies and users at no additional cost. Search for W-9s using any vendor or W-9 field.
Assign anyone in your company access to request W-9s without giving access to the entire account. This is a great option for personnel in the field, salespeople on the road or staff at a tradeshow collecting W-9 forms. All W-9s will be sent directly to your online library. W9manager also provides reporting that includes vendor details, W-9 information and 1099-MISC reportability.
Create and send your W-9s
from anywhere using our guided process
Ideal for small business owners with limited vendors
W-9s managed annually
with 1099-MISC reportability reviews
I’ve been a CPA for over 20 years now and have seen mistakes on W-9 forms every one of those years. It seems like a
What is a W-9 form and why is my customer asking for it! So one of your customers has asked you to complete a W-9
Why is my customer asking for Form W-9? An entity (“the payer”) that makes payments in the normal course of their business is required to
Under certain circumstance an entity making payments in the normal course of business to a United States individual or an entity will be required to withhold
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