Attend Live or Watch On-Demand

  • 1
    On-Demand Training
    • IRS Form W-9 Examples by Tax Classification - On-Demand Recording
  • 2
    Downloads
    • Vendor Non-Official Guidance For Completing the IRS Form W-9
    • IRS W-9 Examples by Tax Classification - Handout.pdf

Text & media

Train your vendor team on what to look for when accepting the IRS Form W-9 from your vendors. Examples based on IRS Tax Classifications. This Essentials Training Series Live Session is for you.  Join this virtual and interactive session where you can unmute and ask your questions and fully participate in this training.  Offered every month on the 3rd Wednesday, pick the date that works best for you and your team.

What You Will Learn:  

•Review IRS W-9 Examples from each Tax Classification

•How to Setup the Vendor Legal Name/DBA based on the IRS W-9

•When to Accept or Reject (send back) Your Vendor’s IRS W-9

•Biggest Mistakes Vendors Make on the IRS W-9

•Includes downloadable eBook with Cheat Sheet to Send To Your Vendors

•Download eBook:  PDF of Presentation