18 STEPS
1. This tutorial demonstrates an example of a Payor who requests a W-9 tax form to be completed.
Responding to these requests is important, even if you have entered your Tax ID in Ref Insight Pay.
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2. Some Payors only need the Tax ID information you entered on the Ref Insight Pay tab because they have a W-9 tax form already on file for you.
Important: Filling in the Tax ID information here is NOT a substitute for a signed W-9 tax form.
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3. Some Payors need a signed W-9 tax form to meet their tax obligations, as a condition of payment, or both. If it is a condition of payment, you can only be paid if a signed W-9 is on file.
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4. Our payment processing partner allows Payors to Request a W-9 form from officials via email.
The primary email in an official's profile is where this request will be sent. It will come from the address "[email protected]".
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5. The name of the Payor making the request for your tax information will also appear in the "From" line as well as in the Subject line.
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6. Click Provide tax information to open the page where you will fill out the W-9 form and sign it. If you have a filled and signed IRS W-9 form on file, you can also upload it.
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7. This is the page where you will be brought to. Click Add your W-9 tax information.
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8. Most officials are individuals, such as contractors or freelancers. If you have set up a business for your officiating income, such as a sole proprietorship of an LLC, click "I represent a business" instead and fill in the form.
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9. Type in your Legal First and Last Name.
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10. Type in your Social Security Number.
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11. Type in your Mailing address. The system will provide matches that you can click on to auto-fill the other fields. Please review any auto-filled fields to ensure the information is accurate.
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12. If you already have a filled and signed W-9 tax form saved as a PDF on your computer and prefer to upload that file, choose Upload signed W-9 PDF.
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13. If you choose this option, note that only an original IRS form in PDF form is accepted. Remember to type in the Date that the uploaded form was signed.
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14. A more convenient option is to Sign electronically.
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15. Type your First and Last Name in the signature box.
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16. The Save and continue button will turn green after you type your name in. Click Save and continue to complete the process.
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17. Your submission confirmation will display and the W-9 form will now be available to this Payor and only this Payor. Additional Payors may also request this form. It is important to respond to each request separately.
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18. Thank you for watching the tutorial on responding to Payor requests for W-9 tax forms.
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