W-9 / W-8

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On-demand Webinar: LLCs and 1099s — Updated for 2026

Limited Liability Companies (LLCs) create confusion when it comes to 1099 reporting. Are they treated like corporations, partnerships, or sole proprietors? The answer is: it depends. In this

IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Handling W-9 and W-8ECI Forms for U.S. and Canadian Vendor Payments

Q. We have a legal company we have onboarded that provided a US W-9 (business in NY) originally,… Read More

Same Tax ID, Different Vendors: How to Handle Parent Companies and DBAs in Your System

Q. Our procurement team has requested a new vendor in our SAP system. However, we have a vendor… Read More

W-9 Box 4 for County Governments

Q. We are a County government and are tax-exempt. We do not have any Foreign Accounts. Do we need… Read More

W-9: Providing Regarded and Disregarded Entity FEINs

Q. A new supplier is asking my team for a W-9 with both the FEIN of the regarded entity and the… Read More

Managing Parent and Child Company W-9s: Which EIN Belongs in Your Vendor Master File?

Q. We received two W-9s with different EINs from one vendor—one for the parent company and one… Read More

Government Entity Reporting: 1099s, W-2s, and Reimbursements for Officials

Q. 1. We are a government entity, occasionally an elected official will reimburse a non-employee… Read More

Who Reports Gift Cards: Employer W-2 or Client 1099?

Q. We are trying to determine the responsible party for reporting of gift cards given to our… Read More

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On-demand Webinar: What’s Going on With Form W-9?

The IRS has released a draft version of Form W-9 that could significantly change how individuals report their taxpayer identification number, and it’s something Accounts Payable teams need to