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W9 SOP

  • Open W-9 Form access from your desktop if it has been saved there or click here w-9 2024 form
  • Click select Type text (May have to scroll down to the left side).
  • Move Cursor into the Date field
  • Type in the date (Click the larger A to increase font size if necessary)
  • Click Email Envelope (To the right)
  • Then click
  • A New Email Message appears with PDF Attached
  • Enter Customer’s Email Address
  • W-9 Form should already be in the subject line
  • Add a Note in Body of Email if Desired
  • Insert Your Email Signature
  • Click Send 
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