Guide to W‑9 and W‑8 forms for service providers

Important Notice

Our assistance with filing W‑9 and W‑8 forms is available exclusively to clients who have subscribed to our Bookkeeping service or Scale plan.

If you do not have our accounting service, we provide this guide so you can complete the forms independently.

W‑9 Form (U.S. Suppliers)

• Who should use it: Suppliers located within U.S. territory, whether individuals or legal entities.

• Where to find it: IRS Form W‑9 and Instructions Direct PDF link.
  
  

Step‑by‑Step Guide to Completing Form W‑9

Field 1 – Taxpayer’s Name

• Enter the name of the person or company providing the service.

• For single‑member LLCs:

• • Field 1: Owner’s name,

  • Field 2: LLC’s legal name.
    
    

Field 3 – Taxpayer Type

• Select the appropriate entity type: Individual, LLC, C Corporation, S Corporation, Partnership, or Trust.

• For LLCs, indicate how it is taxed:

  • LLC taxed as a C Corporation → Select “LLC” and enter C.

  • LLC taxed as a Partnership → Select “LLC” and enter P.
    

Field 5 – Address

• Enter the mailing address.

Field 6 – City, State, ZIP Code

• Provide full location details.

Part I – Taxpayer Identification Number (TIN)

• Individual → Social Security Number (SSN).

• Business entity → Employer Identification Number (EIN).

Signature and Date

• Sign and date the form to finalize it.

W‑8 Forms (International Suppliers)

To confirm that service providers are outside U.S. territory, one of the following forms must be submitted:

• Form W‑8BEN For individual suppliers outside the U.S. IRS Form W‑8BEN.

• Form W‑8BEN‑E For legal entities outside the U.S. IRS Form W‑8BEN‑E.
   

Summary

• W‑9 → For U.S. suppliers (individuals or entities).

• W‑8BEN → For international individual contractors.

• W‑8BEN‑E → For international legal entities.

This guide is designed to help you complete the forms correctly if you are not enrolled in our accounting services.