Rho’s Vendor management solution now allows you to collect & store Vendor’s W-9 forms on the Rho Vendor profile. Rho will also offer filing 1099-NEC and 1099-MISC forms leveraging W-9 information to speed up 2024 tax year filing.
How to collect Vendor’s W-9 forms
You first need to have an active vendor profile. Then select the Vendors profile > navigate to “Tax Files” > Select “New W-9 Form”
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If you already have a W-9 form on file for this vendor and simply wish to relate it to their profile, select “Upload & Verify”. If you do not have the W-9 on file for this vendor select “Send form to Vendor,” and see article section “How to collect W-9 from Vendor”
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After selecting “Upload & Verify,” upload the W-9 form file to the “Select File” section. Note: file must be a PDF and max file size is 15mb. Read & select the attestation to upload the W-9 form.
Once the W-9 form has been uploaded, please verify all fields parsed from the W-9 form, read and attest.
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The vendor profile will be updated with a status that the W-9 form is “On file”.
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How to collect W-9 Form from Vendor
After selecting “Send form to Vendor” you will be prompted to confirm or enter their email address, read, attest & confirm before sending the request
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The vendor profile will show a status that the W-9 form is “Pending from Vendor.” Once received the status will change to “On file”
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The vendor will receive the following email. The portal will be live for 10 days for the Vendor to upload their W-9 form, review and attest to the information’s accuracy & complete submission.
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Requests that are not completed will expire & can be resent by the Rho user.
How to export information
All W-9 data is available via CSV export for use with the 1099 filing provider of your choice.