How to Add W-9 information for a Vendor ?
1. To access the Vendors section, navigate to the 'Expense' module and select 'Vendors'.
2. To access the list of all vendors, go to the 'My Vendors' menu. From there, you can search for and select the specific vendor name to add or view their W-9 information.
3. Select the vendor and select tab 'Tax Info & Docs' tab at the top.
4. To input W-9 information of the vendor, simply click on the 'Add W9 Info' tab located in the W-9 Information section.
5. Once you have finished adding the information, don't forget to click on the 'Save' button to save your changes. You should also upload the electronic version of the W-9 form provided by the vendor for record-keeping and reference purposes. To do this, simply select the 'Select from your computer' option and upload the completed W-9 document.
7. After uploading the W-9 form, you have the option to access the ellipsis menu for downloading the W-9.
8. To make changes to the already filled W-9 information, click on the 'Edit Information' option.