A missing or wrong W-9 turns into a real problem at 1099 time: incomplete forms, names that don’t match the tax ID, and vendors who stop answering emails by January.

Aider’s new W-9 Collection workflow moves that work into your monthly close. Vendors are flagged as they exceed the threshold, requests go out from your own email in a few clicks, and complete, signed W-9s land back in QuickBooks Online or Xero, so you head into January with W-9s already collected.

In this live demo, Byron Patrick will explain the workflow end-to-end:

• W-9 check: See which vendors exceed the 1099 threshold and are missing a W-9 each month, and drill into their transactions to confirm before you request anything.

• Request and remind: Send a pre-filled request from your own email address, with automatic reminders for up to three weeks and the option to CC your client. Vendors fill out and e-sign or upload their W-9 on a page with your firm’s logo, with no login needed.

• Validate and sync: Get each W-9 back with the vendor’s tax ID and address checked against IRS records, then push the form and vendor details straight into the vendor record in QBO or Xero.

If you can’t join live, register to receive a copy of the recording.

A missing or wrong W-9 turns into a real problem at 1099 time: incomplete forms, names that don’t match the tax ID, and vendors who stop answering emails by January.

Aider’s new W-9 Collection workflow moves that work into your monthly close. Vendors are flagged as they exceed the threshold, requests go out from your own email in a few clicks, and complete, signed W-9s land back in QuickBooks Online or Xero, so you head into January with W-9s already collected.

In this live demo, Byron Patrick will explain the workflow end-to-end:

• W-9 check: See which vendors exceed the 1099 threshold and are missing a W-9 each month, and drill into their transactions to confirm before you request anything.

• Request and remind: Send a pre-filled request from your own email address, with automatic reminders for up to three weeks and the option to CC your client. Vendors fill out and e-sign or upload their W-9 on a page with your firm’s logo, with no login needed.

• Validate and sync: Get each W-9 back with the vendor’s tax ID and address checked against IRS records, then push the form and vendor details straight into the vendor record in QBO or Xero.

If you can’t join live, register to receive a copy of the recording.