How to create and sign a W-9 form online
It is required for contractors, part-time employees, and freelancers to complete the IRS W-9 form before being legally contracted by an employer or company. Prior to submitting your W-9 to the Internal Revenue Service (IRS), it needs your signature. Signing your W-9 online is easy. For your reference, here is a sample of a blank W-9 form The W-9 form is standard for contract workers, freelance personnel, and workers in the on-demand industry, all of whom are required to complete and sign the form as a part of onboarding. These forms are a vital part of working on a contract basis, and understanding how to fill them out online will reduce the hassle of onboarding and save you and your new employer a tremendous amount of time. Let’s walk through the steps of how to fill these forms out electronically.
Step 1. Download a blank W-9 and save it to your deviceMost employers will provide you with a blank W-9 as a part of standard onboarding. Visit the IRS website to download a free W-9 Form from IRS website if you haven’t received your form.
Step 2. Upload the blank W-9 to your PandaDoc dashboardYou will need to upload a blank W-9 document to your PandaDoc account to begin filling it out online. If you don’t already have one, create a PandaDoc account to upload your W-9 and get started. Once you’ve signed into your PandaDoc account, click the green New Document button in the upper right-hand corner of your browser. Select “UPLOAD” to save your blank W-9 to your account. You may drop your blank W-9 form into the designated space of your browser window, or locate the file on your computer and upload your form. PandaDoc allows you to connect your Google Drive, Dropbox, Box, or OneDrive accounts to upload your blank W-9 document. You will be prompted from your PandaDoc dashboard to indicate which files to transfer from one of these document sources. Follow the prompts to connect your preferred document source and upload your W-9 document. Note: PandaDoc will only access the documents you choose to upload to your PandaDoc account.
Step 3. Use the “FIELDS” pane on the right side of the browser window to fill out your W-9After you have uploaded the blank W-9 form, you can quickly fill out the document with the tools provided in the “FIELDS” pane to the right on your browser window. The tools found here are designed and organized to allow you to quickly input the required personal information for any standard forms like the W-9. These fillable fields include formatting options text and electronic signature fields as well as checkboxes, etc. Because the W-9 requires information to be provided in different formats as you fill out the document, PandaDoc is designed to accommodate each detail. Simply click and drag the selected where need it for the field you are on. No need to worry if you drop a tool incorrectly on the form, you can move anything you add to a document by dragging it to the desired location.
- Text fields – Enter information such as your name, your mailing address, your social security number, and any business names which you intend to use for tax purposes, etc.
- Check marks – Drag check marks onto the W-9 where applicable. Use this tool to select what kind of federal tax classification you use for your contract work (individual/sole-proprietorship, C corporation, limited liability corporation, etc.).