If you already have the vendor’s complete form W-9, you can easily upload it.
Can I request vendors for their W-9 in Melio?
Yes. Core, Boost, and Unlimited subscribers can send an electronic form for them to fill out online. Follow our guide to ask your vendor for a W-9 form.
Go subscribers need to upgrade their plan to get this capability.
This article will walk you through the process of uploading a completed W-9 form to your Melio account.
To find out more about W-9 and 1099 forms, please see the following article.
How to upload a W-9 form through Melio
Melio enables you to upload a W-9 form request for:
Uploading the W-9 form for a new vendor
1 - Start adding a new vendor:
2 - In the Add vendor screen, enter the vendor details and switch the toggle next to Add W-9 form.
Please note: If the vendor is a 1099 contractor, you can mark them accordingly.
3 - Select Upload a file and attach it from your device.
4 - Select Continue to complete the process.
That’s it. You successfully uploaded your vendor’s W-9 form.
Uploading the W-9 form for a saved vendor
You can upload the W-9 form for a saved vendor from 2 places:
Vendors tab
1 - From the Pay dashboard, select the Vendors tab.
2 - Select the vendor you want to upload the W-9 form for.
3 - In the Vendor details page, scroll down to the Taxpayer info section.
4 - Switch the toggle next to Add W-9 form.
5 - Select Upload a file and attach it from your device.
That’s it. You successfully uploaded your vendor’s W-9 form. It will be checked by Melio and marked with verified or unverified status (if any of the details are incorrect).
W-9 & 1099 tab
1 - From the Pay dashboard, select the W-9 & 1099 tab.
2 - Find the vendor with a status No W-9 on file.
3 - Select the Add W-9 form button next to the desired vendor.
4 - Upload the W-9 from your device.
That’s it. You successfully uploaded your vendor’s W-9 form. It will be checked by Melio and marked with verified or unverified status (if any of the details are incorrect).