San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

What is a W9 Form?


  • 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


  • 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.


As Clio is a Canadian company, we do not provide W9 forms. Our Finance team has instead provided a W-8BEN form, which you can download below:

*Please note that if you are in the EU, you will need to download the Ireland copy, which will state the correct VAT information. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality