How do I add payers to request form W-9/W-8BEN?
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Last modified 3/26/2024 3:56:55 AM EST |
Added by TaxBandits Team
Applicable To
94X
1099
W-2
ACA
W-4
TaxBandits allows you to easily add a payer to your account and send them a W-9/W-8BEN request. There are two methods for adding a payer.
Method 1: From the Dashboard
Step 1: Sign in to your TaxBandits account.
Step 2: Navigate to “W-9/W-8BEN” on the Dashboard.
Step 3: Select “Add payer” under the Manage Payer menu.
Step 4: Provide the necessary payer information and click “Save.”
Method 2: From the Address Book
Click here to learn how to add new payers and request their W-9 from the Address Book.