To help make easier QuickBooks Online includes an option to invite contractors to fill out their form and sign them electronically inside an Intuit account. Let me guide you on how it works:
Go to the Workers tab then select Contractors.
Click Add a contractor.
Enter the contractor's name and email.
Make sure the box is checked to invite them to enter their information.
Hit Add contractor.
Then, we'll send your contractor an email inviting them to fill out and submit their W-9. They’ll either log in with an existing Intuit account or create a free account to securely share their tax info.
Once the contractor submits their W-9, you can see their profile in both the Contractors tab and the Vendors tab, Also, you can view and download the W-9 in the Documents tab.
Go into their VENDOR profile and you can upload documents there. Do not do it under CONTRACTOR. Once you add them as a contractor they show up under your vendor list.
You can not upload it and have the data entered, and actually the requirement is to have a signed, under penalties of perjury, w-9 on file.
Bring up the vendor/contractor record and manually enter the tax id number, there is nothing else that matters as far as the vendor record is concerned. Well assuming you have the vendor check marked as being eligible for the 1099
I have 80 or so signed W-9 forms from my contractors how can I upload those signed forms. I do not want to have them do new W-9s because they just completed them this month.
I have some information about uploading signed W-9 forms. As mentioned by our allstar Rustler, we're unable to upload that form in QBO. You'll just need to record your vendor or contractor's information in QuickBooks and make sure to mark it as 1099 eligible.
Learn more about how to set up and track contractors 1099 at this link here. You can also check out this guide on how to prepare it for the 2020 tax season: What is a 1099 and do I need to file one?
If you need help with other QBO tasks, click this link to go to our general topic with articles.
Feel welcome to message me anytime if you have other questions or concerns. I'm always here to help. Take care have a great day ahead.
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