Requesting Bulk W-8 or W-9 Forms
Navigate to the Tax1099 interface at https://web.tax1099.com/#/recipient to request bulk W-8 or W-9 forms.
To request bulk W-8 or W-9 forms, perform the following steps:
1. Login to the Tax1099 application.
2. Click Recipients from the left pane.
The Recipient Listing page appears.
3. Select the recipient you want to request W-8 or W-9.
4. Under Action, select Bulk W-8 Request to request bulk W8 forms or Bulk W-9 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.