Do I need to fill one more W9 form if I change a client? And how do I edit my current W9 form if some of my data has changed?

I have some tips on when to fill out a W9 form, Santamarina. 

The W9 form is used when one is required to report a certain type of income.  Therefore, you'll need to fill out one specifically for your new client or employer. You can inform your client to invite you as a contractor. This way you'll receive an email and will have the option to access the form.

After this, follow these steps below:

1. Open the invite email and select the link.
2. If you already have a QuickBooks Self-Employed account, select Sign in. Or, follow the steps to create a limited QuickBooks Self-Employed account. This account has limited features: you can fill out your W-9, submit it, and view your 1099-MISC
3. Go to the Clients tab.
4. Follow the steps to fill out and submit your W-9.

Then, fill out your W9 once. You can sign in and send your existing W-9 if you get another invite from someone else. If you need to edit your W-9, change it before your employer or client submits your 1099-MISC to the IRS. Here's how:

1. Sign in to your QBSE account. Use the same account you used to fill out your W-9.
2. Select your profile ⚙ icon.
3. Click Tax profile.
4. Make changes as needed.

On the other hand, if the information has changed like name, address, tax ID number, etc. since the last time you submitted a W-9 form to a client, you can also reach out to your client or employer so they can update it if you have any changes. 

To know more details on filling out W9 and viewing your 1099-MISC, check out this article for more details: Fill Out A W-9 and View Your 1099-MISC in QuickBooks Self-Employed.

Furthermore, QuickBooks calculates your federal estimated quarterly tax payments to know what to pay each year. Find out what you need to pay and how record the tax payment. Read this resource for reference: Pay Federal Estimated Quarterly Taxes in QuickBooks Self-Employed.

Leave a comment below if you have further questions about W-9. Remember, we're here to get you covered anytime. Have a great day!