Hard copies of W-9s

September 13, 2023
September 13, 2023


Q. Are we required to keep an original hard copy of our W-9s? Do W-9s need to be signed by the vendor? A. (Answered by IOFM's third-party tax experts) For Accounts Payable-type payments for the purpose of obtaining the vendor's tax ID number (SSN or EIN), the payee's Form W-9 does not have to be signed.  However, (1) if you're going to rely on that W-9 for certification that the vendor is a U.S. entity or U.S. individual for tax purposes, a signature on the W-9 is required; and (2) if the…

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