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6490 Mar industry Pl., Ste. A San Diego, Ca 92121 Phone: (858) 5871901 Date: To: Fax: PLEASE SIGN & FAX BOTH SHEETS TO ACCOUNTING AT (858) 5353704 AS SOON AS POSSIBLE The Internal Revenue Code requires
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How to fill out w-9 cover sheet

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How to fill out a w-9 cover sheet:

01
Start by downloading the W-9 form from the Internal Revenue Service (IRS) website or obtaining a physical copy from your employer or client.
02
Begin with providing your name as it appears on your tax return. Make sure to use your legal name, as any discrepancies could result in an incorrect filing.
03
Fill in your business name or disregard this line if you are an individual.
04
Enter your business address or personal address, depending on your work status.
05
Input your taxpayer identification number (TIN), which can either be your Social Security Number (SSN) or an Employer Identification Number (EIN). Ensure accuracy as errors may delay your tax processing.
06
Indicate your federal tax classification by checking the appropriate box. Most individuals and sole proprietors select "Individual/sole proprietor" unless they have other business structures.
07
If you have backup withholding, signify it by ticking the relevant box.
08
Complete the certification section by signing and dating the form according to the provided instructions.
09
Keep a copy of the completed W-9 form for your records and submit the original to the appropriate party requesting it, such as your employer or client.

Who needs a w-9 cover sheet?

01
Independent contractors: If you are an independent contractor or freelancer who performs services for a client, they may require you to fill out a W-9 form to obtain your taxpayer information for tax reporting purposes.
02
Businesses making payments to individuals or other businesses: Companies that pay individuals or other businesses for services, such as rent, royalties, or non-employee compensation, may request a W-9 form to gather the recipient's taxpayer information.
03
Financial institutions: In certain situations, financial institutions may request a W-9 form from their customers for compliance purposes, particularly if the customer earns interest or receives other types of income from the institution.
Remember to consult with a tax professional or the IRS if you have any doubts or questions about the W-9 form and its requirements.
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The W-9 cover sheet is a form used to provide information to the IRS regarding the taxpayer identification number (TIN) of a person or entity.
Individuals or entities who receive income that is subject to backup withholding or reportable payments are required to file a W-9 cover sheet.
To fill out a W-9 cover sheet, one must provide their name, address, TIN, and certify that the information provided is accurate.
The purpose of the W-9 cover sheet is to provide accurate taxpayer identification information to payers who are required to report payments to the IRS.
The W-9 cover sheet must report the individual or entity's name, address, TIN, and certification.
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