W‑9 Collection Guides
Practical tips for small businesses and bookkeepers. General information only—not tax or legal advice.
1
How to request a W-9 from a contractor (email template included)
A step-by-step guide to requesting W-9 forms from contractors, with a ready-to-use email template.
Read guide2
W-9 checklist for small businesses
A practical checklist to make sure you collect and store W-9s correctly.
Read guide3
W-9 vs 1099: what’s the difference?
Understand the relationship between W-9 and 1099 forms and when each is used.
Read guide4
How to store W-9s securely
Best practices for storing W-9 documents that contain sensitive taxpayer information.
Read guide5
What to do if a vendor won’t send a W-9
Options and next steps when a contractor is unresponsive or refuses to provide a W-9.
Read guideNeed a tool to manage W‑9 collection?