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finance-thehoney
November 30, 2023
Question

When sending a W-9 to a contractor thru Quickbooks...the contractor receives the email to fill out form..signs up for an intuit account & then doesn't get form

  • November 30, 2023
  • 1 reply
  • 0 views
the message is this:
Check your inbox for a new invitation, or sign-in
You may already have created a profile: please sign-in using your email address, by clicking on the link below.
If you cannot sign-in, please check your inbox: your client may have already sent you a more recent e-mail invitation, and this one no longer works. Click on the link in the most recent e-mail from your client to create your profile.
If you have not received any more recent e-mail, please contact your client so they may send you an updated invitation e-mail.

1 reply

R
RoseJillB
November 30, 2023

Thank you for posting to the Community and letting us know your concern with form W-9 in QuickBooks Online (QBO), finance.

 

I acknowledged the importance of inviting your contractors to fill out their form W-9 in a secure way. Based on your statement above, I can see that you have already sent an invitation to your contractor to sign up and fill up the form. 

 

With that, please know that this course of action will initially give your contractors an option to share essential tax information with you. The forms are normally unavailable from their end until you submit them to the IRS.

 

To rectify the message they’ve received, please make them sure to use the correct credentials. If they’re unable to sign in, re-sending them an invitation would be the best option. Please avoid sending it multiple times to prevent this from happening again.

 

Furthermore, your contractors can start viewing their 1099-MISC once you submit this to the IRS. You can walk them through the steps outlined in Step 4: View your 1099-MISC in this article: Fill out a W-9 and view your 1099-MISC in QuickBooks Self-Employed.

 

If you need additional information or have other queries concerning the product, please let me know by tapping the Reply button. I’m always eager to lend a hand for help. Stay safe!

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