Signing notary agents will need to upload their W-9s to Snapdocs for tax and payment purposes.
This article can be referred to if:
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You're having trouble generating a W-9 for your account
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You need to update your existing W-9 in Snapdocs
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Have questions about how to fill out your W-9
How to Complete or Update Your W-9
Step 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, select the W-9 Form link under Missing Credentials to bring up the W-9 form.
Step 2: Fill in the fields on the form, draw your signature, and select Save. To draw your signature, make sure that your mouse is inside the signature box. Then, select and hold down the left button of your mouse. Drag your mouse, while still holding down the left button, to draw your signature. Once you've finished your signature, just release the left mouse button.
Step 3: When you have successfully added your W-9, you should see the following popup.
Replacing or Updating an Existing W-9
If you need to update your existing W-9, this can be done via your Credentials page. You will not be able to edit the existing W-9 it will need to be replaced instead.
Step 1: Locate your W-9.
Step 2: Select the Manage button on the right-hand side and select the Replace option. You should then be able to fill in the W-9 form again.
Choosing a Tax Classification
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.