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W9 Collection and Management

Article ID: 263
Last updated: 05 Jan, 2021
Revision: 1
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As a substitute for paper W9's, the IRS authorizes electronic versions that collect the same information as the paper forms.

Organizations can enable this feature under Admin -> Configuration - Finances, Payments, W9 Setup

Once configured, you can view a report of the status of the officials' W9's under Pay -> Officials SSN and W9 Management. While this report does not show you an officials SSN, it does indicate if they have one, if they have a W9, if the W9 information matches what is now on the roster (in case of an address change), and if the officials name is a match for the provided SSN (according to the IRS).

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