Ask for the completed W-9
Accounting template
W-9 request checklist for vendors and contractors
Send a clean W-9 request link instead of chasing contractors through email threads.
Inside the request builder
A W-9 request ready to send
Photo ID, Proof of Income, and the completed W-9 itemized for the vendor, with 22 saved templates one click away.
- Three items requested in one upload
- Pick from 22 saved templates or build your own
- Email or SMS delivery in a single click
Collect W-9s before year-end
A reusable W-9 request helps accounting teams avoid the annual scramble before 1099 season.
Most W-9 chases happen in December and January. Saving the request as a template means the next time payroll asks for a vendor's W-9, the link goes out in seconds. SMS delivery covers the contractors who never reply to email. The 1099 document collection page is the companion checklist for the rest of the contractor packet.
Collect optional vendor notes
Track who has and has not responded
Use SMS for harder-to-reach contractors
Keep vendor setup lightweight
Most vendors do not need a portal account just to send one tax form.
A no-login upload link is the right shape for "send me your W-9 and a voided check" — one-time asks from people you do not have a long-term portal relationship with. The vendor sees the request, uploads, and is done. You see it on the accountants dashboard and move on.
No recipient signup
Secure file upload link
Dashboard review for your team
Starter checklist
Completed W-9
Request the signed W-9 as the required file.
Vendor name confirmation
Add a short field to confirm the legal or business name.
Payment context
Add a note field for department, project, or contact owner.
Questions
Can contractors upload without an account?
Yes. They upload through the secure link without creating a SendMeDocs account.
Can I resend the same W-9 request?
Yes. Save it as a template and reuse it for every vendor. Each send is its own tracked request.
Can I batch W-9 requests to many vendors at once?
Yes. Each vendor gets their own link and own tracked status; the template stays the same.
Are W-9 uploads stored securely?
Yes. Files are encrypted at rest with AES-256 and in transit with TLS. Set retention per request so old W-9s do not pile up.