W-9 form
A US IRS form a supplier gives its customers to confirm its legal name and taxpayer identification number. Many AP teams won't pay without one.
Buyers use the W-9 to collect the details they need for 1099 reporting and backup withholding. Requests arrive at onboarding and again whenever a customer refreshes its vendor records.
It's one of the most common routine requests in an AR inbox, and quick to resolve when a current signed copy is on hand.
Related terms
- Supplier onboardingThe paperwork a new customer needs before it will pay you: vendor forms, tax documents, bank details and portal registration.
- AR inboxThe shared mailbox where customers send remittances, invoice requests, disputes and questions to a company's accounts receivable team.
- Customer master dataThe core record for each customer in the ERP: legal entity, billing and remit-to addresses, contacts, payment terms, tax details and credit limit.