W-9 & 1099

How to add W-9 information for a Vendor

1. To access the Vendors section, navigate to the Expense Management menu 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 'W-9 INFO' tab at the top of your screen.

4. To input W-9 information of vendor, simply click on the 'Add Information' link 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.


6. 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 deleting or downloading the uploaded document as needed.


8. To make changes to the already filled W-9 information, click on the 'Edit Information' option.



9. To update the necessary information, make the required changes in the designated text fields and then click on the 'Save' button to save your modifications.