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

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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 😊

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    Donna Ott commented  · 

    Having the ability to print or download the W-9 form entered via Xero link with signature for audits would be helpful in Xero. Especially since business are required to have a W-9 on file.

    Donna Ott supported this idea  ·