Video: Create a Substitute W-9

The IRS allows a substitute W-9 form and you can make onboarding easier for a vendor by combining your vendor setup form and IRS Form W-9. In this presentation learn how to build a form that collects the data you need in order to add a new vendor or change an existing vendor.

Click here to view or download the presentation slides.

Click here for a template to use to create your Substitute W-9.

Click below to begin the presentation.

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