Collect Vendor W-9s

Collecting W-9 forms from vendors is a compliance necessity but an administrative headache. You need the form before making the first payment, but vendors are notoriously slow to return it. The form contains sensitive tax identification information that must be stored securely. And come January, any missing W-9s delay your 1099 filing. FiscalInsights streamlines the entire W-9 collection and management process.

Send W-9 requests directly from the vendor's profile with a pre-written email template. The vendor receives a secure link to fill out and submit their W-9 digitally—no printing, scanning, or faxing required. The submitted form is automatically stored in their vendor profile, and their tax information is extracted and linked for 1099 preparation.

Reminder automation handles the follow-up. If a vendor hasn't submitted their W-9 after your initial request, FiscalInsights sends polite reminders on a schedule you configure. A compliance dashboard shows which vendors have current W-9s, which have pending requests, and which are overdue. You go into year-end 1099 preparation with all the information you need, collected and verified well in advance.