Maintaining W-9 Information
From the Additional tab on a party record, enter W-9 filings associated with the party.
Complete the following steps to maintain W-9 information for a party.
| 1. | Find a party. |
| 2. | Access the Additional tab. |
| 3. | Click  to add tax information, or select an existing tax ID to make modifications. |
| 4. | Complete the fields. |
| 5. | Click Continue. |
The W-9 information is displayed in the W-9 Information section of the Additional tab.