Ask a vendor for a W-9 by private link
Email a vendor a private link to fill in and sign a W-9, or to upload a document, with reminders and a review of what changed.
You can now ask a vendor for a W-9 without sending a form back and forth.
- From a vendor's Documents tab, select Ask for a W-9. The vendor gets a private link by email, fills in the form, signs by typing their name and sends it back. They need no account.
- Ask for a document sends the same kind of link for a certificate of insurance, contract, license or another file.
- Ask all on the vendor list asks every vendor tracked for 1099 that has no W-9 and has not been asked.
- The signed form is saved to the vendor's documents. Empty tax details on the vendor are filled in. If an answer differs from what you have, you choose which to keep.
- Links work for 30 days, and QixCount can send up to 3 reminders.
What to do: nothing changes until you ask. See ask a vendor for a W-9 or a document.