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How can I securely send a W-9 form to a client?

How can I securely send a W-9 form to a client?

When you provide contractor services to a new client, you will need to provide them with a W-9 form for their tax records. As a Found user, you can create and securely share your W-9 with your client directly from your Found account. Here’s how:

  • Select the Settings icon and choose Tax tools from the menu.

  • Choose W-9 sharing to manage your W-9.

  • Select Edit to adjust your tax classification, business name use, tax identifier, address, and signature.

  • Tap the Share button to share your W-9 with a client. You can share your W-9 via email or SMS.

  • Alternatively, tap Export and verify the code sent to your phone number. You’ll receive a PDF of your W-9 that you can download for your records.

Shared W-9s will automatically expire two weeks after the 1099 filing deadline. You can revoke access to your W-9 at any time from your Found app by navigating to the Manage W-9 page and clicking Manage who can view.

For more on the W-9 form, visit our resource center.

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*Found is a financial technology company, not a bank. Banking services are provided by Piermont Bank, Member FDIC. The funds in your account are FDIC-insured up to $250,000 per depositor for each account ownership category.

The Found Mastercard Business debit card is issued by Piermont Bank pursuant to a license from Mastercard Inc.

The information on this website is not intended to provide, and should not be relied on, for tax advice.

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