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Idea Submitted

New IRS W-9 template, fixes the one in the Template Library

Categories:eSignature
  • March 5, 2025
  • 1 reply
  • 72 views

Scott.Nieman
Troubleshooter
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For those that are looking for a better W-9 template than the one in the Template Library, feel free to use this one attached.

It actually allows the Individual/ Sole Proprietor the ability to enter in their EIN / TIN instead of their personal SSN.

It allows the entry of the business entity / doing business as (DBA) name based on the appropriate tax classification.  It hides the DBA when entering in the SSN as an individual.

1 reply

Scott.Nieman
Troubleshooter
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  • Author
  • Troubleshooter
  • March 5, 2025

You will want to disable signing order and change the title of course.