Solved

Does a contractor have to fill out their own w9? Can I do it for them?

6 replies
0 views

Can I upload a w9 for my contractor? Does he have to submit it himself?

QuickBooks Online

BigRedConsultingAnswer

Yes, they need to do it. You can't do it for them.

Well I suppose you could sit together and do it for them if they are incapable, but they do need to sign it.

ShallyMarR

Hello, frenchbroadsu.

Good to see you here in the Community.

Allow me to share some information about updating your W9 information in QuickBooks Online.

No, you don't need to upload W-9 for your contractor. But instead, QuickBooks will let you send an email invitation to your contractors to fill out and submit their W-9 information.

Here's how to send an invitation:

1. Select the Payroll menu.
2. Click Contractors.
3. Then tap the Add a contractor button.
4. Fill out the necessary information such as Name and Email.
5. Put a checkmark on the box by agreeing the "Email this contractor to complete their profile".
6. Hit Add a contractor.

Once the contractors update their information, they don't need to submit those themselves. Thus, QuickBooks will automatically update those in your account.

Please refer this article for more information about collecting W-9's information from your contractor: Invite a contractor to add their own 1099 tax info.

For future reference, you can check this article about filling of 1099's: Create and file 1099s using QuickBooks Online.

Reach out to me if you need further assistance, I’m always here to help. Take care and have a great day!

X

XS Pixels LLC

I am having an issue with my contractor not being able to login and submit their info. They have a personal intuit account and when they try to login it gives an error. When they they try to create a new account it says they cant because their e-mail is already in use.

M

mv32

Hi @XS Pixels LLC.

Let me share some insights on how your contractors can share their W-9 information.

Once they have received the email invitation, they'll prompt to create a QuickBooks Self-Employed account (an Intuit account). That said, they can enter their W-9 information there, and automatically the contractors' details will sync to your QuickBooks account.

Also, in case you'd entered any contractor's information manually in your QuickBooks account, the invitation link will be voided and needs to manually filled out regardless the contractor accepted and completed the details.

Though they use their email to sign-up with intuit, they're unable to create two QuickBooks Self-Employed accounts. For that reason, they'll get a prompt to contact our Care Support team to verify their email address and able to login to their Intuit account if they're unable to access it. There they'll help check their credentials and sign in to their accounts seamlessly through a safer environment.

Your contractor can contact them by following these steps:

Open this link https://selfemployed.intuit.com/createTestDriveUser
Click Continue to test drive.
Select Assistant on the top right.
Type "need a human" then enter "Sign in".
Click I still need a human.
Choose a way to get support (through chat or getting a callback).

Feel free to drop by again if you have more questions in mind about vendors/contractors. I'll keep my notifications open. More power to your business!

BigRedConsultingAnswer

Yes, they need to do it. You can't do it for them.

Well I suppose you could sit together and do it for them if they are incapable, but they do need to sign it.

Sign up

Login with SSO

Login to the community

Login with SSO