Bulk W8 or W9 Request
To request bulk W8 or W9 forms, perform the following steps:
1. Login to the Tax1099 application.
2. Click Recipients from the left pane.
The Manage Recipient page appears.
3. Select the recipient you want to request W8 or W9.
4. Select Bulk W8 Request to request bulk W8 forms or Bulk W9 Request to request bulk W9 forms.
The confirmation dialog box appears.
5. Click W8 Request All Recipients or W-9 Request All Recipients to request all the recipients.
A confirmation dialog box appears.
Click Proceed to request all recipients.
6. Click W8 Request Selected Recipients or W-9 Request Selected Recipients to request selected recipients.
A confirmation dialog box appears.
Click Proceed, select the form, and then click Send Request.
The W-8 or W-9 bulk forms are successfully requested.