Request a W-9

Same mechanism as a certificate request: one link, no account, uploads from a phone.

1. 1

   Open Request Documents

   Open the contractor and click Request Documents.

2. 2

   Ask for the W-9 specifically

   Say what you want in the Message field — "we need your W-9 for 1099 filing". The link accepts any document type, so telling them which one you're after saves a round trip.

3. 3

   Send

   Send Request. When the W-9 arrives it's read automatically and files itself on the contractor's Tax tab.

Collect it at onboarding, not in January

A W-9 is the one document with a deadline that isn't the document's own. It doesn't expire, so nothing chases it — and then it's late January, you're filing 1099s, and four contractors have gone quiet.

Ask for the W-9 in the same request as the first certificate. It costs nothing extra and removes the year-end scramble entirely.

What happens next