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December 15, 2024
Question

exiting contractor has a new W9 how do i replace the old one on the system, there's not option to add/edit or delete the W9 on the documents tab

  • December 15, 2024
  • 1 reply
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How do I update the W9 document for an existing contractor? the system has no way to edit/add/delete on the documents tab and the edit function on the details tab only allows updates to contact info and EIN

    1 reply

    December 15, 2024

    Let me give you the details on what you can do for your contractor's W-9, @angieglover.

     

    Currently, QuickBooks Online (QBO) does not allow you to edit the W-9 form in the documents tab. If you need to make any changes to your W-9, be sure to do so before your employer or client files your 1099 with the IRS.

     

    I recommend that you advise your contractor to update their info at any time in their account, and QuickBooks will automatically update it in your account.

     

    For a detailed explanation, please see this article: Invite a contractor to add their tax info.

     

    Moreover, here’s a helpful guide to help you prepare them smoothly when tax season arrives: Create and file 1099s using QuickBooks Online.

     

    Feel free to contact the Community if you have any questions about W-9 forms. We're here to help. Stay safe and enjoy the rest of your day!