How do I upload or change my W-9?

Felicia -

If you're having trouble completing a W-9 for your Snapdocs account or have questions about how to fill out your W-9, please take a look at the information below:

 

How to Complete or Update Your W-9

Snapdocs will generate a W-9 for you, so there's no need to upload an existing W-9 that you have. Follow the instructions below to generate a W-9 on Snapdocs.

 

1. To fill out a W-9, go to https://app.snapdocs.com/credentials. On your Credentials page, you may be prompted to fill in your W-9. However, if you don't see a W-9 form on the page, click on "W-9 Form" link under "Missing Credentials" to bring up the W-9 form. 

01-08-2019-w9-form-missing-credentials.png

 

2. Fill in the fields on the form, draw your signature, and click "Save." To draw your signature, make sure that your mouse is inside the signature box. Then, click and hold down the left button of your mouse. Drag your mouse, while holding down the left mouse button, to draw your signature. Once you've finished your signature, just release the left mouse button. 

01-08-2019-completed-w9-form.png

 

3. If your W-9 has been successfully added, you should see the following popup.

05-17-2018-added-w9-confirmation.png

 

4. If you'd ever like to update your existing W-9, go to your Credentials page and locate your W-9. Click on the "Manage" button on the right and select the "Replace" option. You should then be able to fill in the W-9 form again. 

05-17-2018-completed-w9-manage-button-arrow.png

 

 

What Tax Classification Should I Choose?

If you’re unsure about what information to put on your W-9 Form, please consult a tax advisor or accountant. Snapdocs isn't qualified to offer business or tax advice. 

 

If You're an LLC

Since the IRS doesn’t treat LLCs as a distinct tax class, you’ll need to pick the tax classification that applies to your LLC’s circumstances and how you elected to be taxed. This may be: individual/sole proprietor, partnership, C corporation, or S corporation.

Below are some common tax situations for LLCs. This is by no means an exhaustive list, and Snapdocs strongly encourages you to seek advice from a tax advisor or accountant.

 

Single-member LLC

If a single individual owns an LLC, the IRS classifies that LLC as a sole proprietorship by default. Unless you have taken steps with the IRS to elect a different tax classification, you will likely need to fill out your W-9 Form as an individual/sole proprietor. Visit the IRS website to learn more.

 

Multi-member LLCs

If two or more individuals own an LLC together, the IRS treats that LLC as a partnership by default. Unless you have taken steps with the IRS to elect a different tax classification, you will likely need to fill out your W-9 Form as a partnership. Visit the IRS website to learn more.

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