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July 3, 2024
Question

How do I recall a vendor's invitation to complete W-9?

  • July 3, 2024
  • 1 reply
  • 0 views
Our contractor has been unable to use the link in the email invitation.  How do I cancel that request?  I have filled out the contractor's personal info, SSN and bank info, but the W-9 in documents say it is still waiting for info.  If that can't be done, how do I upload their W-9 that was filled out and emailed to me?

1 reply

July 3, 2024

The option to cancel an email request or upload documents from your contractor is currently unavailable, Marsha. I can discuss this matter thoroughly to answer your questions.

 

In QuickBooks Online, you can invite a contractor so they can add their tax information on the W-9 form. It allows you to collect their name, address, TIN, or Social Security number to track their 1099 accordingly.

 

Since your contractor didn't utilize the link from the email, please know that canceling the invitation is currently not an option. You cannot also upload their document on their behalf. Instead, you can enter their details manually from their profile. Although their W-9 is ready and you can prepare their 1099, you'll still see Waiting for info from the Documents section. The copy of their W-9 can only be accessible in QuickBooks if they have completed and signed it digitally through the email invitation.

 

On the other hand, you might want to scan these materials for guidance on generating 1099 data and submitting your tax form:

 

 

Do you have other questions when adding a contractor in QuickBooks Online? I'm always here to help. Just tag me in your replies below to let me know you need a hand.