Save Time & Paper by Completing Form W-9 Online with ExpressTaxFilings

GETTING STARTED

If a W-9 is required to be filled out and signed by a new employee or contractor, you can do so for free with ExpressTaxFilings!

SETTING UP A PAYER

From the Dashboard of your account, click "Start New Form" to begin entering in your payer information. For this, you'll need the payer's name, TIN/EIN, address, and contact information.

SENDING YOUR REQUEST

The next step is entering the name and email address of the people from whom you need completed W-9 forms. You can enter this information manually or select contacts from your Address Book. Once your recipient completes and e-signs your Form W-9, you'll be alerted via email.

REVIEWING YOUR FORMS

You can access a summary of the W-9 forms you've requested from the "Summary of W-9 Forms" page of your account. You can view the status of each form and review or resend a request from this page as well.

Once the W-9 Form you requested has been completed and e-signed, the status of the form will change to "Signed" in your account. Once you've accepted a W-9 Form, you can click "Update to Address Book" to update your contact's entry to match the new information you have on the W-9. You can also download a PDF of your W-9 Forms at any time.

COMPLETING FORM W-9

If you've received a request to complete a Form W-9 from someone for whom you did work, you'll first need to follow the link to access your form. From there, you'll enter your full name as it appears on your federal tax return. Then, fill out the rest of the form with your tax classification, address, and SSN. Then, e-sign and submit your Form W-9.

You have the option to reject a requested W-9 Form at any time before e-signing and submitting. You can also download a copy of the W-9 Form you've completed to keep for your personal records.

Get Started Now with ExpressTaxFilings