Documents on a vendor, and one place for the tax ID
Keep a W-9, certificate of insurance, contract or license on a vendor, and enter the vendor's tax ID in one place.
On this page
A vendor's page has a new Documents tab.
- Keep the paperwork with the vendor. Add a W-9, certificate of insurance, contract, license or permit, or another file. Files can be PDF, JPG or PNG, up to 10 MB.
- See what has expired. Each document shows its status, and the Paperwork card lists the W-9 and anything expired or expiring within 90 days.
- Replace without losing the old file. A replaced document moves to History on the vendor.
- Find bill files in one place. Files attached to the vendor's bills are listed on the same tab, with a link to each bill.
- A W-9 is protected. Only owners and people with Edit vendors can open it. A vendor with a W-9 cannot be deleted; make the vendor inactive instead.
See keep documents on a vendor.
One place for the tax ID
The vendor's edit form is now the only place to enter a tax ID. The 1099 forms use the number saved there. The 1099 information page shows the number masked and no longer has a field for it.
What to do: if a vendor's 1099 information page shows a warning that an earlier number differs from the vendor's, check which is right and save the tax ID on the vendor. See set up a vendor for 1099 forms.