Request electronic W-9 forms from vendors and manage them centrally.
Vendors use our free step-by-step process to create accurate and complete W-9 forms.
Know what vendor payments are 1099-MISC reportable using our guided process.
Find out how W9manager can help you or your business manage W-9 forms with ease.
Securely send your W-9 form using 256-bit SSL encryption. No more unsecure emailing.
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 which vendor payments 1099-MISC reportable.
Download a report listing all your vendors, their reportability status, all W-9 form information and the recommended 1099-MISC box number to use.
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
Implement strong procedures today, don’t wait until year-end. I know the deal, having been a controller for 20 years. You got through the 1099 season and
Importance of filing timely The IRS has gotten serious about 1099-MISC due dates. Penalties have risen significantly and they apply separately to copies sent to recipients and the
Most companies ask for all W-9 forms to be signed. However, it is a relatively unknown fact that the IRS does not require most W-9
The 1099-MISC form is known as an “Information Return” Form 1099 is one of many forms that the IRS requires to be sent to individuals
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