Complete Form W-9 for your accounting firm
Complete Form W-9
- Click Finish W-9 Now on your partner dashboard.
- Enter Payee Name, Address, and Firm Type.
- Firm type Individual: Enter your SSN.
- Firm type Business: Enter your Company Type and EIN or SSN.
Edit Form W-9
- Click Firm Details.
- Click edit next to W-9 Info.
- Edit fields.
- Click Save & Continue.
- E-sign with your signature to verify the new information is accurate and up to date.
- Check the box next to “I agree to electronically sign this form.”
- Click Sign.