{"id":3138,"date":"2019-01-04T20:19:58","date_gmt":"2019-01-04T20:19:58","guid":{"rendered":"https:\/\/swiftcloud.ai\/support\/?p=3138"},"modified":"2023-06-01T10:54:19","modified_gmt":"2023-06-01T14:54:19","slug":"w-9-electronic-signature","status":"publish","type":"post","link":"https:\/\/swiftcloud.ai\/supportwebadmin\/w-9-electronic-signature","title":{"rendered":"W-9 Electronic Signature"},"content":{"rendered":"<h3>To setup your own W-9\u00a0<a href=\"https:\/\/swiftcrm.com\/software\/electronic-signature\" target=\"_blank\" rel=\"noopener\">Electronic Signature<\/a>\u00a0page, just clone the template we have already created.<\/h3>\n<p>Naturally, in your W-9 Electronic Signature page you&#8217;ll still need to set up&#8230;.<\/p>\n<ul>\n<li><strong>Notification<\/strong> &#8211; who gets a copy of this? All the data &amp; automation for you behind the scenes you want to happen is defined in the blue box<\/li>\n<li><strong>The user flow<\/strong> &#8211; what should happen after the user signs this? Send to payment? Confirm only? The pink box defines what the user will see, and also the email they&#8217;ll get.<\/li>\n<\/ul>\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" title=\"W-9 E-signature\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/6tspfmv3c7k?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/div>\n<p>Anything else is optional, such as privacy settings, discussion if someone has a question &#8211; those options are in the &#8230; More Options box.<\/p>\n<p>As always, let us know any issues and we&#8217;ll update this support entry.<\/p>\n<h3>When user sign their W-9 Electronic Signature doc the following will happen &#8211; (as is common to all e-sign docs):<\/h3>\n<ol>\n<li>Signer will get a copy via email with their signed W-9 attached<\/li>\n<li>You&#8217;ll get a copy automatically. They don&#8217;t need to forward it to you, though if you wanted to offer this as a service to all clients to use with anyone (say,\u00a0 if you&#8217;re an accountant, consultant, CPA, etc) they could just forward their copy, and you could disable your notification.<\/li>\n<li>Both parties will have it saved to their common shared &#8220;Workroom&#8221; &#8211; a shared cloud folder that can contain any number of files &amp; docs, more e-sign docs for HR, sales contracts, fulfillment docs, etc and can also contain notes (private or shared \/ common discussion \/ chat).<\/li>\n<\/ol>\n<h3>When do I need to use a W-9 Electronic Signature?<\/h3>\n<p>Use Form W-9 to provide your correct TIN (Tax ID Number as a business, OR SSN Social Security Number if you are working as an individual contractor) to the person who is required to file an information return with the IRS to report, for example,<\/p>\n<ul>\n<li>income paid to you<\/li>\n<li>real estate transactions<\/li>\n<li>mortgage interest you paid<\/li>\n<li>acquisition or abandonment of secured property<\/li>\n<li>cancellation of debt<\/li>\n<li>contributions you made to an IRA<\/li>\n<\/ul>\n<p>Further Reading &amp; Resources:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-w-9\" target=\"_blank\" rel=\"noopener\">The original U.S. Government W-9 reference material<\/a><\/li>\n<li>Original non e-signable W9 reference\u00a0<a href=\"https:\/\/www.irs.gov\/pub\/irs-pdf\/fw9.pdf\" target=\"_blank\" rel=\"noopener\">https:\/\/www.irs.gov\/pub\/irs-pdf\/fw9.pdf<\/a><\/li>\n<\/ul>\n\n","protected":false},"excerpt":{"rendered":"<p>To setup your own W-9\u00a0Electronic Signature\u00a0page, just clone the template we have already created. Naturally, in your W-9 Electronic Signature page you&#8217;ll still need to set up&#8230;. Notification &#8211; who gets a copy of this? All the data &amp; automation &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/w-9-electronic-signature\"> <span class=\"screen-reader-text\">W-9 Electronic Signature<\/span> Read More &raquo;<\/a><\/p>\n<div class=\"blog_postmeta\"><div class=\"blog-tags\"><ul><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/e-sign\">e-sign<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/e-signature\">e-signature<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/government-forms\">government forms<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/pdf\">PDF eSign Support Articles<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/w-9\">w-9<\/a><\/li><li><a rel=\"canonical\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/tag\/w9\">w9<\/a><\/li><\/ul><\/div><div class=\"blog-categories text-right\"><a rel=\"canonical\" data-toggle=\"tooltip\" data-placement=\"bottom\" title=\"Support entries for our Electronic Signature system.\n\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/category\/electronic-signature\">electronic signature<\/a><a rel=\"canonical\" data-toggle=\"tooltip\" data-placement=\"bottom\" title=\"General Support\n\" href=\"https:\/\/swiftcloud.ai\/supportwebadmin\/category\/support\">SwiftCloud Support<\/a><\/div><\/div>","protected":false},"author":1,"featured_media":3139,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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