E-Sign Form W-9

In the midst of the tax filing season, you may realize you’re missing some necessary information.

Enter Form W-9!

Form W-9, the Request for Taxpayer Identification Number and Certification, allows you to legally, securely request sensitive information, like taxpayer ID numbers, you need to complete 1099s, W-2s, etc.

This form is typically used when you have a new hire or have worked with an independent contractor for the first time and need to report wages paid.

One of the easiest way to complete your W-9 Forms and get that much closer to having your IRS filing done is to complete and e-sign them through ExpressIRSForms!

E-Sign Form W-9 with ExpressIRSForms
ExpressIRSForms offers safe, secure e-signing of Form W-9 right from your EIF account!

First, create or log into your account. Next, you’ll see your Dashboard and the big, orange “Start New Form” button. Click that and you’ll see this pop-up:

Click the "Start Now!" button in the W-9 Form section, circled in green above. From there, you'll enter your payer details before coming to the request screen:

Here, you can request one or more W-9 Forms be completed by filing out the names and e-mail addresses of the payees you need to complete them. You can add them individually or add them from existing contents in your address book.

You may also notice the notification preference link. Click it to set your notification settings in this pop-up:

You can decide if you’d like to be notified by email each time a recipient signs or if you’d like one summary email each day. You can also have your recipients’ information added to your address book for faster e-filing later!

Once your requests are in order, click the “Send Request” button. Another pop-up will come up:

We already have a pre-loaded message explaining to your recipients why you’re requesting their signature, but you can take this opportunity to make any adjustments you see fit. Once it looks up to snuff, press that “Send Request” button.

Since e-signing Form W-9 is free with ExpressIRSForms, there’s no need to enter your credit card details, so you’re taken back to your Dashboard once you send off your requests. From the Form W-9 tab that automatically comes up, you can see the status of the W-9s you’ve requested as well as re-send or cancel the W-9.

If you have any questions about Form W-9 or the e-signing process, please don’t hesitate to contact our support team. That’s what we’re here for! We’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST. We also provide 24/7 email assistance through support@ExpressIRSForms.com.

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More on the W-9

The Cinderella story of the December ExpressIRSForms blogs was “E-Sign Form W-9 with ExpressIRSForms.” So since our readers are so interested in this form, we decided why not tell you all a little more about it?

The Process
To have your W-9 forms e-signed by your recipients through ExpressIRSForms is convenient and cost-effective. Simply sign up for your free ExpressIRSForms account, and from your Dashboard click “Request W-9.” Then, enter in all the payer information required (name, EIN, address, contact info) and the name and email address of each of your recipients. Next you’ll send your requests and wait for them to come back to you, completed and e-signed.

When your recipients receive your W-9 request, they’ll have the option to accept it, fill it out, and resubmit it, or reject it. We’ll alert you via email to keep you updated on the status of your requests, and you’ll have the option to choose how often you’d like to be alerted. We’ll either:

• send you an email every time a recipient completes or rejects a W-9 or
• send you an email once a day with a summary of your total, signed, and pending W-9 requests.

So now that we’ve told you a bit about the process, here are a couple of benefits to having your W-9s e-signed...

More Accuracy
Whether you’re filing Form 1099, Form W-2, or ACA forms, or signing a Form W-9, doing so electronically leaves far less room for error. Roughly 10-21% of paper filings are estimated to have common errors, whereas the IRS estimates a 1 in 200 chance for making the same errors when e-filing or e-signing.

E-Signing is FREE with ExpressIRSForms
Need we say more? Not only are you saving on paper and filing cabinet space when you e-sign, you’re saving money too! So what are you waiting for? Give it a try now, while there’s still time to get the information you may still need for your 1099s and W-2s.

And if you need any help, don’t hesitate to reach out to our friendly, expert support team here in Rock Hill, South Carolina. We offer phone (704-839-2270) and live chat support Monday through Friday from 9 a.m. to 6 p.m. EST, and 24/7 email support through support@expressirsforms.com.

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