Support Center

W-9 Solicitation

Last Updated: Aug 04, 2016 05:00PM CDT
If you need more information on a recipient, you can get it with our electronic W-9 feature. To do this, just follow these steps: 
  • First, log into
  • On the left side go to People -> Manage Recipient
  • Choose a Payer
  • Click on Request W-9 for the recipient you want


  • Click ok to confirm you want to send a W-9
  • It will ask you to prepay for the W-9 forms, our prices are on our pricing page.
  • We will send the recipient an email with a link 
  • Once they click the link they will have to enter the last 4 of their SSN. 
  • The W-9 form will open and they will be able to update their information if needed
  • Check appropriate box for federal tax classification

  • It will require an electronic signature

  • Press submit after signing
  • Once they submit, it will automatically update in your Tax1099 account
  • When your account has been updated you will get an email from us informing you it was updated
  • You will also get a PDF copy of the W-9 in your Manage recipients page

Contact Us

  • Call us @ 877-811-ETAX (3829).
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