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Replying to:
MariaSoledadG
QuickBooks Team

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Let me give you the details on what you can for your contractor's W-9, Teri.

 

You'll have to advise your contractor that they will be the ones who'll submit their W-9 forms. To simply do this, invite contractors to fill out their forms and sign them electronically inside an Intuit account. Here's how:

  1. Go to the Workers tab then select Contractors.
  2. Click Add a contractor.
  3. Enter the contractor's name and email.
  4. Check the box to invite them to enter their information.
  5. Click Add contractor.

Once done, we'll send an email inviting them to fill out and submit the form. After your contractor submits their W-9, their profile will show in the Contactors and Vendors tab and you'll be able to view a copy of the form. Here's how:

  1. In QuickBooks Online go to Payroll then Contractors.
  2. Select the contractor’s name.
  3. Select the Details tab to see the contractor's personal info and the Documents tab to see a copy of the W-9.

A contractor can claim they are exempt from backup withholding when they complete the W-9. Follow the IRS guidelines in Instructions for the Requester of Form W-9 for more information.

 

Fill me in if the steps above work for you. I'd be glad to assist you further if you have any other concerns.

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