Streamline W9 Form Completion with Under.io: A Better Alternative to Docusign

Handling tax documents like the W9 form can be a cumbersome task, but with Under.io, the process becomes efficient, professional, and user-friendly. According to Zoey Bush from Secure Payment Solutions, Under.io provides a smoother experience than Docusign, offering easy-to-use templates and a streamlined workflow. Here’s how you can leverage Under.io to simplify filling, signing, and managing W9 forms while saving countless hours of work.

What Is a W9 Form?

A W9 form is a document used in the U.S. to collect taxpayer identification information, typically from contractors, freelancers, or other non-employee workers. Businesses use this information to issue 1099 forms, which report income paid to the IRS.

Managing W9 forms can be tedious when relying on traditional email exchanges and manual uploads. A digital solution like Under.io eliminates the hassle by enabling online form completion, signing, and integration with your document workflow.

Why Use Under.io for W9 Forms?

1. Ease of Use:
   Under.io offers a pre-built W9 form template that you can customize and send to your customers in minutes.
2. Mobile Optimization:
   With 63% of users completing forms on mobile devices, Under.io ensures every field is mobile-friendly, improving completion rates and user satisfaction.
3. Seamless Workflow:
   All fields on the W9 template are linked to a PDF document, eliminating the need for repetitive email exchanges or manual re-entry.
4. Better Presentation:
   Secure Payment Solutions highlights Under.io’s clean, professional interface as superior to competitors like Docusign.
5. Organized Submissions:
   Automatically compile completed W9 forms into a filterable submission list, saving you time and effort.

How to Use a W9 Form Template on Under.io

Follow these simple steps to get started:

1. Sign Up for a Free Trial

• Visit Under.io and sign up for a free trial to explore its powerful digital form features.
• During setup, you’ll be prompted to select a template for your form library.

2. Select the W9 Form Template

• On your first login, search for the W9 form template in the template library.
• Add it to your account with a single click.

3. Customize Your Form

• Edit the W9 form as needed:
  • Add your business logo.
  • Pre-fill static fields (e.g., your company name and EIN).
  • Modify instructions to fit your needs.

4. Send the Form to Your Contact

• Once the template is ready, email it directly to your customer or contractor.
• They’ll receive a mobile-friendly, professional form that’s easy to complete and sign online.

5. Automatically Prefill a PDF

• Under.io’s advanced form fields link directly to the PDF version of the W9.
• The completed form is ready to download and submit to official institutions or store for your records.

Advantages of Using Under.io for W9 Forms

1. Increased Efficiency:
   Automate tedious tasks, such as downloading, uploading, and emailing forms, saving hours of back-and-forth communication.
2. Improved Completion Rates:
   Mobile-friendly forms increase form completion rates by up to 164%, according to recent studies.
3. Professional Branding:
   A clean, modern design leaves a better impression on contractors and clients compared to traditional PDFs.
4. Streamlined Document Management:
   All submitted W9 forms are stored in one location, with filters for quick searches by name, date, or status.

W9 Form FAQ

Is a W9 the Same as a 1099?
No, a W9 form is used to collect taxpayer information, while a 1099 form reports income paid to the IRS.

What Is a W9 Form Deadline?
Typically, W9 forms should be completed as soon as a contractor starts work to avoid delays in tax reporting.

What Are Examples of W9 Forms for LLCs?
For LLCs, a W9 form includes details about the business structure (e.g., single-member or multi-member LLC) and tax classification.

Why Under.io Is Your All-in-One Solution

Under.io simplifies every aspect of form management, from creation to submission. With features like integrated digital signatures and seamless PDF generation, you can focus on growing your business instead of managing paperwork.

Get started today with Under.io and transform how you handle W9 forms. Your clients and contractors will thank you for the hassle-free experience.

Ready to try it out? Sign up for a free trial at Under.io and see how much time you can save.

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