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  1. US Sales tax - 1099s: W9 submissions should create an actual document

    5 votes

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    2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi there

    While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.

    In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊

    Connie Brown supported this idea  · 

  2. US - W8 Requests for 1042 reporting

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Connie Brown commented  · 

    Will XERO be adding the ability the request W8 and W8-BEN through the W9 management tool?

    Connie Brown supported this idea  · 

  3. E-mail template for W9 request

    1 vote

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Connie Brown shared this idea  ·