What Is a W-9 Form?
A W-9 Form is an essential tax document used by Employers to collect the correct taxpayer identification number (TIN) of a contractor. The information on the Form W-9 and the payments made are reported on a Form 1099 at the end of year.
Within Zeal, you can easily collect, review, and manage W-9 forms through a streamlined, secure paperwork experience. Contractors can fill out W-9 forms during their onboarding as part of paperwork, or outside of onboarding with a shareable link.
Sending & Managing the W-9 Form
W-9 Form in Onboarding Links
During the Zeal White-labeled Onboarding flow the W-9 form will be prompted for the Contractor to complete as part of their onboarding.
To Create an Onboarding Link for a new hire in the Zeal dashboard:
- Go to the People Page
- Locate and Select the eye icon next a Contractor's name who's status is still In progress and select "Onboarding Link".
- The onboarding link will include the W-9 Form in the required Paperwork section.
- The link can be sent in one of two ways
- Direct Email to the address on file.
- Copy the Link and send it manually.
Once the link is executed, the Contractor's W-9 information will be updated in Zeal. This ensures W-9 completion will be part of every new onboarding.
Viewing Completed W-9 Form Information
Once a Contractor completes a W9 a copy of the completed form is available in the Contractor profile for reference.
- Go to the specific Contractor profile → Paperwork tab.
- You’ll see all completed Paperwork, which includes the W-9 form, available in a PDF format.
- The completed forms are also accessible for the worker in their Contractor Dashboard.
Contractor Experience: Completing W-9s
As part of Contractor Onboarding link the Contractor will be asked to complete the:
- Federal W-9 Form (always required)
Outside of the onboarding link, a Contractor can be asked to complete a Specific W-9 Form via a Shareable Link that can be provided to them by an Admin.
If you have questions about collecting or managing W-9 forms, please Contact Zeal Support for further assistance.
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