Send an email request to your contractor, they fill out their W9 form information online.
It automatically goes into the Discount Efile system for simplified 1099-NEC filing in January!
with Discount Efile4Biz
In the Discount Efile system, first set up the contractor as a recipient.
If your payer has already been created, simply add a new recipient. Or if needed, add the new payer, and then add a recipient.
An email address is required!
Then, select the recipient you want to send a W-9 form request online.
Within the Recipients grid, there are three locations where you can initiate the request:
Clicking on the ‘Request W-9’ button activates a slide panel with a dropdown menu where a New Recipient can be added or an Existing Recipient can be chosen.
After a W-9 request is added to cart, the status on the W-9 column is updated to “In Cart”.
Simply checkout like you would with any online shopping cart.
After a W-9 Request is submitted, the status is updated to “Pending” in your dashboard and an email is sent to the recipient.
The best part? It’s only $1.00 per W9 form request!
The recipient will receive an email with a link to complete the W9 form online.
There are two locations in the Recipient’s My Tax Forms page where an User can access their W-9: via the ‘Fill Out Your W-9’ button (1), or through the additional options menu of the W-9 row (2).
Form W-9 is shown for the recipient to fill out. The fields for both Existing and New Recipient requests are blank for them to fill in. All entered information will be saved to update any incorrect information saved to your account.
Now that you have W-9 form information from contractors, filing 1099-NEC forms is ultra-simple!
The information provided by the recipient on the W9 form request is automatically stored in their file on the Discount Efile system.
When you need to file 1099-NEC forms, all you need to do is enter the payment data and submit. We do the rest of the work for you.
