Our First Week of Business Quick Tips
ACCOUNTING TIP – pre-filled W-9 Form
When working with a new client, after the job is complete and delivered the next step will be to send an invoice to get paid. David Oster, my accountant recommends having an IRS Form W-9 filled out and ready to send to new clients with your invoices. The W-9 will be requested by the accountant in the payable department so they will have the basic IRS required information, including your business name, business address, Tax ID / EIN number or Social Security number and your signature. These days I send PDF versions of my invoices so having PDF versions of the W-9 forms pre-filled and saved with electronic signatures makes the process of getting paid that much faster.
Here are the tools you need to do this.
[1] W-9 PDF Download
[2] Creating a signature stamp
[3] Adding Electronic Signatures to Text and PDF Documents
One Response to 'Our First Week of Business Quick Tips'
Subscribe to comments with RSS or TrackBack to 'Our First Week of Business Quick Tips'.
I open the W-9 in Photoshop to fill out the form and drop in a scanned signature. This trick works for many forms.