Form W-9

Apply for Your Form W-9

Form W-9 (officially, the “Request for Taxpayer Identification Number and Certification”) is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service (IRS). It requests the name, address, and taxpayer identification information of a taxpayer (in the form of a Social Security Number or Employer Identification Number).

The form is never actually sent to the IRS, but is maintained by the individual who files the information return for verification purposes.

Select the box below and fill out the online W-9 application to obtain your W-9, which will be emailed to you immediately after submission.

IRS Form W-9

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Here’s How It Works:

Complete and submit your W-9 Application
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Receive your W-9 paperwork in your email as a PDF immediately

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W-9 Application Process Explained

The process of dealing with the IRS and completing US tax forms can be confusing and strenuous for small business owners and entrepreneurs.

Our team of accountants, tax professionals, and small business experts are standing by to process your application. We’ll review all the information you provide and advise on anything you may need to add or revise in order to get your application accepted. Once your application has been thoroughly reviewed by our team, we’ll submit it electronically obtain your W-9.

At any point during the process, you can contact our experts to help. Once your application is submitted, you’ll receive an email confirmation, along with your signed Form W-9.

Quick, Accurate Filing

We’ll handle all of the regulations and red tape to ensure the whole process is as painless as possible and give you peace of mind. We’ll ensure your W-9 application is filled out and emailed to you in a timely manner and is completed accurately.

Attentive Service

Our team of experts has years of experience dealing with various tax forms and tax applications and working with the IRS. We’ll inform you of anything missing from your application, and how to find it. We’ll correct any errors so you don’t have to worry.

Security

Rest assured that your private information is secure. We guarantee your personal information is safe, and secure.

Frequently Asked Questions About EINs

Is there a fee for this service?

This service is intended to make filing for your W-9 fast, secure, and electronic. It includes a dedicated specialist who reviews and ensures your documentation is complete and accurate. There is a one-time fee that covers this service.

What is a Form W-9

A Form W-9 (officially, the “Request for Taxpayer Identification Number and Certification”) is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service (IRS). It requests the name, address, and taxpayer identification information of a taxpayer (in the form of a Social Security Number or Employer Identification Number).

Who has to fill out a W-9

There are three common situations in which you might be required to fill out and send someone a W-9 form:

You’re a contractor, freelancer, trade worker, or consultant and plan on getting paid more than $600 by one particular client in a tax year. They’ll need you to send them a completed and signed W-9 before they can send you your fees, otherwise they might withhold a portion of the monies due to you.
Banks sometimes also need a W-9 when you open a new account with them.
Your bank or the financial institution you invest with might also need a completed W-9 from you in order to submit one of the other types of 1099 forms, which they’ll use to report things like interest income, distributions and proceeds from real estate transactions (i.e. if you sell your house or other property).

When should I send a W-9

If someone’s asking you for a W-9, they need it to send you Form 1099, which you’ll need to report certain kinds of income to the IRS. It’s in both your interest to get these forms in as soon as possible.

Although there’s no official deadline for filing W-9, you should fill it out as soon as you get one. If you fail to send someone a W-9 or send one with the wrong information, you may be subject to penalties.

What if I’m collecting W-9s? Any tips on getting people to file?

If you’re collecting W-9s, you should make sure to send them well before the 1099 deadline. The deadline for form 1099-MISC is January 31, and most other 1099s are due around the same time.

To be safe, some businesses will get every single one of their contractors to fill out a W-9 ahead of time, even if they don’t expect them to perform $600 of work for them. Some accountants will even suggest collecting a W-9 before issuing any payments at all, to encourage people to file up-front.

How soon will I receive my W-9

Once you submit your application you will immediately receive an email with your completed and signed Form W-9 (make sure to check your spam folder as well).

Do I submit a Form W-9 annually

Some organizations will require a new Form W-9 every year. It’s a good idea to always provide an updated W-9 to your customers.

If you move, change your business name, get married and change your name, or otherwise make any big business-oriented changes to your life, remember to update your W-9 form.