Upload a W-9 form from your independent contractors and freelancers to your Melion account hassle-free with Melio. Alternatively, If you already have the contractor’s complete form, you can add it all within your Melio dashboard.
This article is relevant for all of Melio's subscribers.
Note: Can I request contractors for their W-9 in Melio?
Yes. Core and Boost subscribers can send an electronic form for them to fill out online. Follow our guide to ask your vendor for a W-9 form in Melio.
Go subscribers need to upgrade their plan to get this capability.
This article will walk you through:
What is a W-9 Form?
A W-9 form is officially titled "Request for Taxpayer Identification Number and Certification". It's the method by which you request your independent contractors and freelancers to verify their name, address, and Taxpayer Identification Number (TIN).
To comply with IRS regulations, by January 31st of every year, you must file a 1099 report. This report includes any independent contractor who received $600 or more from you in the previous year through cash or equivalent methods. Filing this report requires you to have a W-9 form from each one of them.
We recommend you secure a signed W-9 form from your freelancers and contractors before issuing their first payment. This ensures you have all the necessary information on hand when it's time to file your tax reports, saving you the nuisance of tracking down vendors at the last minute.
How to upload a W-9 form through Melio
Melio enables you to upload a W-9 form request to:
- A new vendor that is an independent contractor. [link to anchor]
- A saved vendor that is an independent contractor. [link to anchor]
Upload a W-9 form to a new vendor
Remember to upload a W-9 form to independent constructors only.
1. Sign in to your Melio account.
2. Click Pay in the left sidebar.
3. Go to the Vendors tab.
4. Click Add vendor.
5. In Add vendor, enter the vendor details and check the box next to Mark as 1099 contractor.
6. Choose Upload vendor W-9 and add it from your device.
7. When the file was uploaded successfully, click Click Continue.
Upload a W-9 form to a saved vendor
Remember to upload a W-9 form to independent constructors only.
1. Sign in to your Melio account.
2. Click Pay in the left sidebar.
3. Go to the Vendors tab.
4. Click the vendor you want to send the W-9 form to.
5. In the vendor details page, scroll down to Taxpayer info.
6. Check the box next to Mark as 1099 contractor.
7. Choose Upload vendor W-9 and add it from your device.
8. You get a confirmation at the top of the page that the file was uploaded successfully.