Objective:
- To advise what a W9 form is and what it is used for.
- To provide information on what to do when a Clio User requests a W9
- Does Clio have W9 form templates
- Clio's VAT
- Federal Tax ID
Environment:
- Clio Support
Additional Information:
When a business pays an independent contractor $600 or more over the course of a tax year, it is required to report these payments to the IRS on an information return called form 1099-MISC. Businesses use the name, address and Social Security or tax identification number from form W-9 to complete form 1099-MISC.
Answer:
No, as Clio is a Canadian company, we do not provide W9 forms. Our Finance team has instead Provided a W-8-BEN-E form, which you can download above.