What can W9manager do for you?
I want to send a W-9 form
- 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.
Create and send your W-9.
It's always free.
I want to request a W-9 form
- 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.
Find the plan that
works for you.
How it works
Request W-9s
Set up anyone in your company to request a W-9 form when adding a new vendor, in the office or on the road, from any mobile device.
Create & Send W-9s
Vendors use our guided process to complete an electronic W-9 or upload a scanned PDF W-9 and then send it to you, avoiding unsecure emailing.
Determine 1099 Reportability
Receive notification of W-9 receipt and then use our reportability guide to determine which vendor payments are 1099-MISC or 1099-NEC reportable.
Process 1099s
Download a listing of your reportable vendors, add the payment amount, and then directly upload the file to process 1099s with our partner, tax2efile.
It's free to create & send W-9s
Features
Request electronic W-9s
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 then have the option to create an electronic W-9 or upload an existing scanned PDF W-9 form. 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.
Improve IRS 1099 compliance
Prepare for 1099 season now by ensuring you have a validated, complete W-9 for every vendor and know what payments are 1099-MISC and 1099-NEC reportable and why.
Our 1099-MISC/NEC 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 or 1099-NEC reportable, not reportable or unknown. If the payment is likely reported on another 1099 form, W9manager will notate that outcome.
Avoid sending paper 1099s
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.
Alerts
Receive alerts within W9manager and by email. Alerts include requests for your W-9 and the receipt of W-9 forms.
Alerts show up on the left menu. Click on the “Accept W-9s” tab to see W-9s received that are pending your appoval and “Open Requests” tab to see requests for your own W-9 form.
Fully mobile
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 centrally
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 and 1099-NEC reportability.
Pricing
Create & Send
Create and send your W-9s
from anywhere using our guided process
Always FREE
Small Business
Ideal for small business owners with limited vendors
30
W-9s managed annually
with 1099-MISC/NEC reportability reviews
$29 / yr
Try W9manager for free today
Full access for 14 days • 10 W-9s included • No credit card required
Creating and sending W-9s is always free
Academy
Top 5 mistakes made on W-9 forms
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
Beware of the IRS’s W-9 Annual Solicitation Requirements
The IRS requires that companies obtain a vendor’s TIN (Taxpayer Identification Number) before making a payment to them. The TIN is normally either a vendor’s
Get ready for the new 1099-NEC and changes to 1099-MISC filing
New Form 1099-NEC The IRS has made big changes to the 1099-MISC form by reviving the 1099-NEC form. Beginning with the 2020 tax year (to
What is a 1099-MISC form?
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