How do track and upload W9s of Vendors?

As part of the ACH payment process, you will need to collect a Vendor’s W9 form. Airbase tracks whether a Vendor has submitted a W9 form or not.

If the Vendor has access to the Airbase Vendor Portal, they can upload their W9 themselves. 

Upload a W9 form for a Vendor.

To upload a W9 for a Vendor: 

• Go to the Vendors page and locate the Vendor.
• Find the Files widget on the right side of the page. 
• Click on the Upload new file option.
• Select W9 from the drop-down list.  
• Upload the file.

Make W9 mandatory for Bill Payments.

When enabled, this setting mandates a W9 form for all ACH transfers and Check Payments. This means a Vendor cannot be paid until they have submitted a W9 form. 

To enable this setting:

• Go to Bill Payments > Inbox. 
• Click on the
• Settings icon in the top right corner of the page.
• Enable the Require W9 forms for all vendors option.