Expert insights on secure document collection, vendor onboarding, and compliance best practices for modern accounting firms.
Compare the ways to send W-2s, 1099s, IDs and statements to your accountant, from email to secure upload links, and how to spot a fake document request.
When email is the only option for a W-9: verify the request, encrypt or password-protect the file, send the password separately and clean up afterward.
A vendor won't send a W-9? Make the request verifiable, document every ask, and know what IRS rules say about 24% backup withholding and the 1099 TIN box.
The current W-9 is still the March 2024 revision. Here is what the June 2026 draft changes, what it doesn't, and what requesters should do until it is final.
The IRS FIRE system closes November 19, 2026. From 2027, 1099s are e-filed through IRIS. Why to apply for an IRIS TCC now and a timeline for small firms.
A plain-English guide to vendor tax documents: who provides W-9s and W-8BENs, when 1099s are due for 2026 payments, and what ACH forms and COIs do.
How accounting firms can collect client tax documents and vendor W-9s securely: staff roles, safe channels, FTC Safeguards Rule duties, WISP and retention.
Seven W-9 request email templates for first asks, reminders, backup withholding notices, vendor packets, W-9 updates and accounting firm clients.
The 1099-NEC deadline for 2026 payments, 1099-MISC dates, the FIRE-to-IRIS switch and 2027 penalties, plus a W-9 timeline that works backward from it.
The 1099 threshold for 2026 payments is $2,000, not $600. What changed under OBBBA, which boxes moved, what didn't, and why W-9s still come first.
A month-by-month year-end W-9 checklist: find missing W-9s, apply the $2,000 threshold, get an IRIS TCC early, and prep for 2027 Form 1099 due dates.
When to ask a vendor for a W-9, which form to send, a copy-and-paste request email, and what to check when the completed form comes back to you.
A practical new-vendor intake SOP: which tax forms to collect by vendor type, how to verify bank details, when to refresh a W-9, and who owns each step.
How accountants and AP teams can collect W-9s, W-8BENs and ACH forms without email attachments: IRS and FTC guidance, and a step-by-step workflow.
Emailing a W-9 exposes a vendor's TIN, often an SSN, to mailbox breaches and misdirected mail. Seven risks, what IRS guidance says, and safer options.
A requester's guide to collecting W-9s without email attachments: what IRS and FTC guidance says, and a secure upload workflow for vendor forms.
Learn how to send a W-9 to a client the secure way. Compare 3 methods - encrypted portal, encrypted email, and password PDFs - in this 2025 step-by-step guide.
Stay compliant with updated W-9 requirements. Essential guide for accounting professionals handling vendor tax documentation.
Modernize your vendor onboarding process with secure, professional document collection.
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