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What is a W9 Form?

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

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:

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. 

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