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Name: Fillable Online Payee Data Record Std 204 Fax Email Print - pdfFiller
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This form is required for individuals or entities receiving payment from the State of California. It serves as a substitute for IRS W-9 or W-7 and includes sections for payee information, entity type, tax identification number (TIN), residency status, certification, and the paying state agency. The information provided will be used by state agencies to prepare Information Returns (Form 1099).

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How to fill out payee data record

01

Obtain a payee data record form from the requesting organization or agency.

02

Fill in the payee's name in the designated field.

03

Provide the payee's address, including city, state, and zip code.

04

Enter the payee's Social Security Number (SSN) or Employer Identification Number (EIN) as applicable.

05

Specify the type of payee (individual, corporation, partnership, etc.).

06

Include the bank account details if direct deposit is desired.

07

Sign and date the form to confirm accuracy.

Who needs payee data record?

01

Freelancers and independent contractors receiving payments.

02

Organizations providing services and receiving funds.

03

Any individuals or entities needing to receive payments from a business or government.

04

Tax purposes for individuals and businesses receiving payments.

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What is payee data record?

A payee data record is a document used to collect and report information about individuals or entities receiving payments, which is typically required for tax reporting purposes.

Who is required to file payee data record?

Businesses and individuals making payments to contractors, freelancers, or other payees that meet certain thresholds are required to file a payee data record.

How to fill out payee data record?

To fill out a payee data record, you need to provide the payee's name, address, taxpayer identification number (TIN), and the amount of payment made, among other required fields.

What is the purpose of payee data record?

The purpose of a payee data record is to ensure accurate reporting of payments to the IRS and to maintain compliance with tax regulations.

What information must be reported on payee data record?

The information that must be reported includes the payee's name, address, TIN, the total amount paid during the tax year, and the type of payment.

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