How do I create W9 Notices?

This is the process of creating notices to send the vendors to submit their W9s.

Go to Reports > Print W-9 Notices

  1. Select List
  2. Click Preview

A list will generate of Vendors that will need W9 notices.

Go to Reports > Report Notices

  1. Click to highlight W9 Notice
  2. Click Edit
  3. Enter a message or information into Preview field that needs to be added to the W9.
  1. Click Save

Go to Reports > Print W-9 Notices

  1. Choose Report Notices
  2. Click Preview, Printer or PDF to print or save report.

The notices will generate and can be printed and sent to the vendors.

Congratulations, you are done!


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