How to schedule automatic reminders for recipients to complete their W-9/W-8 forms?

In TaxBandits, you can schedule automatic reminders for recipients who haven’t completed their W-9/W-8 forms. This ensures they are notified on time to complete their request. 

Initial Reminder

After sending the initial request, you can set up the first reminder for your recipient.

• Specify when the first email notification should be sent if the recipient hasn’t completed the form after your initial request.
• We recommend setting this reminder 3–5 days after the initial request to give recipients enough time to respond.
   

Follow-up Reminders

If recipients still haven’t completed their forms after the initial reminder, you can schedule follow-ups. 

• Daily – Sends a reminder every day until the form is completed.
• Every 3 days – Sends a reminder once every three days.
• Weekly – Sends a reminder once a week on your preferred day.

Once the recipient completes and submits their W-9/W-8 form, all reminders will stop automatically.