top of page

Sage by spiced life conversation
Referral W-9

What is a W-9 Form?

The W-9, or Request for Taxpayer Identification Number and Certification form, provides a business with relevant personal information about an independent contractor (IC) or freelancer for tax purposes in the United States. The form asks for information such as the IC's name, address, social security number (SSN), and more. The data is used to generate a 1099-NEC. The W-9 Form is an essential tool for employers to gather information about contractors for income tax purposes. Verifying the information on this form and keeping it up-to-date ensures you collected accurate personal information.

Form W-9 should be reviewed and updated yearly. However, if a contractor provides you with an updated address or a name change, those changes may be recorded for use. The business should retain the information on this form for several years. It should not be sent to the Internal Revenue Service. Remember that it is a tool to gather specific information that a business needs to complete a 1099-NEC if the contractor earns more than a certain amount during the tax year.

In short, a W-9 Form is used for tax filing purposes. This form is used to get information from a person whom a company may be hiring or an independent contractor a company is planning on using. 

bottom of page