Wednesday, December 9, 2015

E-Sign Form W-9 With ExpressIRSForms

You may have noticed that ExpressIRSForms now offers e-signing for Form W-9, Request for Taxpayer Identification Number and Certification. Now you may be wondering exactly what Form W-9 is, whether or not you need to file it, or even why we said “e-sign” instead of “e-file.” Well if you’re wondering any of those things, this blog is for you.

Purpose of Form W-9
From W-9 is used by individuals or entities who are required to file an information return (like a W-2 or 1099) with the IRS; the W-9 is used to obtain the correct taxpayer identification number (TIN) needed for the specific return they’re filing. The TIN needed is usually a social security number (SSN), individual taxpayer identification number (ITIN), or employer identification number (EIN). By using Form W-9 to obtain a correct TIN, payers can report on an information return the amount paid to each payee (employee, contractor, recipient, etc.) as accurately and smoothly as possible.

Who Needs to File?
Technically, Form W-9 is never filed with the IRS. Instead of providing information to the IRS, it was created to provide information to those filing with the IRS. Anyone who needs to file a W-2, 1099, or other information return but doesn’t have the TIN for the payee for whom the return is filed needs to submit a Form W-9 to that payee. The payee then fills out Form W-9, signs it, and returns it to the payer. The payer (usually an employer) then keeps the W-9 on file to use for filings of future information returns.

E-Signing Form W-9
Form W-9 used to come in a giant stack of paperwork that had to be filled out at the beginning of each job you started, contracted work you began, or investment you made. It still might these days, but there is an electronic alternative many payers are choosing to utilize. One such electronic alternative is ExpressIRSForms. Rather than passing out or mailing paper W-9 forms, you can use ExpressIRSForms to securely email a W-9 to your recipient. Once they’ve filled it out and e-signed it, you’ll be notified by email, and the form will be updated in your ExpressIRSForms account. You can then save a PDF of this form to your computer or print a hard copy for your records.

Form W-9 has joined the growing lineup of forms offered by ExpressIRSForms, which includes 1099s, W-2s, Affordable Care Act Forms, and correction and extension forms. Take a look at today to see how we can help you in the upcoming filing season! And if you need any help along the way, we’re available Monday through Friday from 9 a.m. to 6 p.m. EST by phone at (704) 839-2270 or by live chat through our website. We also provide 24/7 customer service through email at

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