Yes. If your affiliate program runs on WordPress, you can provide a tax-information form on that same website, link to it from your affiliate onboarding instructions, and review received submissions in WordPress. The important setup decisions are which tax form each payee needs, how affiliates access the collection page, and how your team connects each…
To collect W-9 information from a new contractor, choose the return method, send clear instructions, record whether the information arrived, review the submission, and store the record where authorized staff can retrieve it. Assign someone to follow up when a request remains unanswered. The checklist below separates three different situations: a W-9 you have requested,…
A free W-9 form can be enough when your business receives a few contractor forms and has a reliable way to request, review, protect, and retrieve them. Collection software becomes worth considering when those administrative steps become difficult to manage. The key difference between free W-9 forms and paid W-9 collection services is the workflow…
Need to ask a new contractor for a W-9? A short email can explain what you need, why you need it, and how the contractor should return the information. Use the W-9 request email template below, then adapt the delivery instructions to your business. W-9 request email template for a contractor Subject: W-9 information for…