US Tax - Manually amend the W9 Status to Received
I want to start using the W9 Management tool going forward. I have a number of Suppliers that I received the paper pdf of the W9 and I have populated the 1099 info manually and attached the W9pdf to files. However, in order to use the new tool effectively, for those that I already have the details for, I would like to manually amend the W9-Status to received, so only new suppliers are highlighted as not received and I can send the link out for completion. Not being able to change the flag to received for historical clients actually makes the function useless as it's not truly reflecting that the W9/1099 data has been populated or not.
Operations Manager
shared this idea
Hi community, our product team have been doing some work in this space and we're pleased to share that as of today you can now manually mark a W-9 as being received from the W-9 Management page 🎉
This helps you edit the status where you have received W-9 forms through another source, such as PDF.
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Shari Videlock
commented
Same here. I was excited to learn about W9 Management but it would be more useful is we could mark the contacts who already have W9 information entered and only deal with the ones who don't.