W-9 / W-8

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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

W-9 Address vs. ERP Address: Best Practices for Vendor Onboarding

A. Could you please clarify whether the address on a W9 form needs to match the address listed in… Read More

W-8BEN-E vs. Form 8233: Which Is Correct for a New International Vendor?

Q. I have a new international vendor and he just recently opened a new business. I gave them the… Read More

Updating a Vendor Record After a W-9 Change from C Corp to LLC

Q. I have a vendor setup in our system, previous W-9 was a C Corp. We recently received updated… Read More

Handling W-9 TIN Mismatches After a CP2100 B-Notice

Q. We received a CP2100 and sent out a B-notice to one of our vendors and they gave us back a W-9.… Read More

How to Handle a W-9 Showing Two Different EINs for a C Corporation

Q. What does it mean and how should I handle a W9 that has an EIN next to the DBA name and a… Read More

What to Do if a Vendor Checks Box 3B on a W-9 Form

Q. What additional information do I need to ask a vendor if they check Box 3B on a W9? A. (Answered… Read More

IRS: LLC Sole Proprietorships May No Longer Be Able To Use EINs

The IRS recently published a draft of a proposed new version of the Form W-9. This draft contains a change to how sole proprietors report their taxpayer identification numbers (TINs) to you.