W-9 Vendor Enhancement Features

IRS 1099 compliance has been improved with Orion’s W-9 management solutions. When requesting a check for a new Vendor, legal staff and attorneys can attach a W-9 from the office or on the road via iOrion. While adding or updating a W-9, the date/time stamp is recorded, which can be used to determine when an updated W-9 should be requested. Vendors with a missing or outdated W-9 are easily identified during 1099 processing as well.

You can review W9 time stamps and if an image exists by adding it to the grid for vendors in AP Manager.