Please see the instructions below for adding a tax ID to one of your vendors and attach their W-9.
- Start by hovering over “Expenses” from the left-side menu, and select “Vendors”.
- Find the vendor you would like to upload their W-9/Tax ID to. In the upper-right corner click “Edit”.
- Enter either the tax ID or SSN found on the W-9. If you are going to be giving them a 1099 then check the box to track for 1099s.
- In the bottom-left corner is a paperclip attachment icon. Click it to attach a scanned copy of the vendor’s W-9. Then click Save.
