- 1
they open the link
the page shows your business name as the requester ("please fill out a w-9 for [your business]").
- 2
they fill the form
name (or business name), address, tax classification (individual / sole prop / llc / s-corp / etc.), tin (ssn or ein) — all built into the form.
- 3
they sign and submit
signature pad, name, date. submit. they get a copy by email; you get a copy on the contractor card with the date stamped.
tiptin verification (does the tin match irs records?) is part of the partner integration — coming when track1099 / tax1099 wires up. today, sweetgum stores what they typed; the irs match check fires later.
still stuck?
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