Generate a W9 form in your ISP account
1. Navigate to Reports > Compliance
2. At the bottom of the page, click Related Pages > Manage Filers
3. To the right of one of your filers, click the hotdog (3 dots) menu, then click Generate W9.
You can also upload a signature to your W9 form directly from your Filers page. Click the Upload Signature button to attach your filer’s signature before generating the W9.
Note: The W9 is not submitted to the IRS, but rather distributed to organizations you’re doing business with.
If you have any further questions or need more assistance, please don’t hesitate to contact us.
