TaxBandits Knowledge Base

How do recipients sign and submit the Form W-9 in TaxBandits?

As a W-9 requester, you first need to send an email requesting the recipient to complete Form W-9 through TaxBandits.

Here is how the recipients sign and submit W-9: 

• Once you receive the email from the recipient, click the secure link in the email to sign in / sign up for TaxBandits (If the recipient is a new user). 
• Fill in the information (Name, TIN, Business Type, and Address).
• E-sign & certify.
• Click "Submit".

Once the recipient submits a W-9, you will receive a status notification. You can then use the information provided in W-9 to e-file 1099 with the IRS through TaxBandits.