Get Your Books Year-End Ready: Introducing Automated W-9 Collection

Every January, accountants and business owners scramble to collect W-9s they should have requested months ago. They chase contractors, track down missing forms, and re-enter tax details into filing tools disconnected from their books. 

The pain comes from the paperwork and the payments living in two different systems.

Digits already knows who you paid, how much, and by what method because it booked those payments. Now, it can collect and store the W-9s, too!

Starting today, Digits automates W-9 collection, the first in a series of releases designed to move year-end work into the everyday, so your books are ready before the deadline arrives.

Collect W-9s when you pay, not in January

The best time to request a W-9 is when you add a vendor, not months later when you're preparing 1099s. With Digits, you can collect the paperwork while they're still expecting to hear from you.

That’s why Digits asks early. Here’s how it works:

1. Add the vendor and request a W-9 in the same step. Digits sends the request straight to the contractor.

2. The contractor completes it online. They fill out and digitally sign the form, or upload their existing W-9.

3. It lands on the vendor record automatically. Digits reads the form, pulls the tax details, and attaches the original — stored alongside everything you’ve paid them.

Already sitting on a stack of W-9s? Just upload them. Digits reads each one, pulls the details for you to confirm, and keeps the original on file.

The record is already there

In most accounting systems, vendor records and W-9s live in separate tools. At year-end, you're left reconciling them.

Digits takes a different approach. It builds your vendor records from transactions as the money moves, so W-9 requests and completed forms live alongside the payments they belong to. 

No re-keying tax details or reconciling disconnected records. When it’s time to prepare 1099s, the information is already in Digits.

Start today

Whether you're managing hundreds of clients or a handful of contractors, collecting W-9s throughout the year means less paperwork to chase down when January arrives.

Start with your next vendor: add them, request a W-9, and let Digits keep the paperwork with the payments.

Automated W-9 collection is available today.