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US - W-9 request from contact page

Make W-9 request available from the contact page. Perhaps where financial details are manually entered. Why have to go over to the 1099 report?

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Scott Patterson shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, we've released a new 'Tax Details' section for US customers in Contacts that allows you to request W-9s from a contact you've set up in Xero. From this section you'll also be able to see a contacts W-9 status and manually update this if needed.

We've also added additional fields for 'Name on the income tax return' (previously 'Legal name') and 'Business or disregarded entity name' in Contacts to match the 1099 W-9 Management space.

Thanks for sharing and staying updated with us here through product ideas.😊

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  • Jill Papp commented  ·   ·  Report

    And why not add "Legal Name" to the Contact Page so you don't have to even deal with it in W-9 Management. Current system is actually causing more work/review.