Xero Tax: Pull contact information from completed W9 form
It would be great if Xero could extract data from the form W-9 and update the associated fields in the contact.
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Elizabeth James
shared this idea
Hi Elizabeth, I know it's been some time since you initially raised this, and hopefully you've already seen that we have now delivered a solution for W-9 that solves your idea here 😊 You can find more detail on how you can request W-9 details from your 1099 contacts on Xero Central. Thanks for sharing and engaging with us in Product Ideas.
