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.
- W-9 PDF Download
- Creating a signature stamp
- Adding Electronic Signatures to Text and PDF Documents