Settings and activity
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5 votes
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 😊
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Chris Dunn
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2 votesChris Dunn
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3 votesChris Dunn
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4 votesChris Dunn
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4 votesChris Dunn
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Thank you for your response. It's good to know that it's possible to get the information for an audit, but until we're able to self-verify that the information for the contact matches the information on the W9 submitted by the contact, I don't see us adopting use of this feature for our clients.