- 1
open the contractor card
find the contractor.
- 2
tap "replace w-9"
the old w-9 archives on the card (kept for the audit trail). a new link mints — copy and send.
- 3
they refill from scratch
the contractor fills a fresh w-9 with the new info. once signed, the new one becomes "on file."
tipthe irs technically wants a fresh w-9 every time taxpayer info changes. for most contractors that's never; for some (got married, formed an llc), it happens once.
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