Prepare 1099s: Edit templated vendor request questions
complete
Ryan Le Roux
updated the status to
complete
E
Erica Hughes
In addition, being able to edit the client W9 questions would be helpful to convey our firm's tone & typical language.
E
Elizabeth Quakkelaar
Erica Hughes Agree with this!
E
Erica Hughes
Elizabeth Quakkelaar heads up that this being marked 'complete' means we can edit the individual question text before it goes out (like we can with client questions) but doesn't mean that we can edit the templated questions yet.
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E
Elizabeth Quakkelaar
Erica Hughes I wondered if that was the case - thank you!
Grace Lewis
Merged in a post:
Edit autogenerated W9 request question on vendor report
A
Angie DeWerff
Add the ability to edit the question that is autogenerated.
Use case: Can you please upload a W9 for Grammarly and include their email address?
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B
Briana Herman
Ditto to all of the below. We need an email address to efile so we would like to have a template that requests the W9 and Email in one question or even customize that we can request the W9 if they provide the email address.
T
Taylor Clouse
I would like the ability to request a W9 and email address at the same time from the owner. Since there is no automated follow up on vendor requests, it's much easier for us to get the W9 from the owner and then have the email address on file to e-file.
Cheryl Lanahan
We want to ask the client to either upload a W-9 or give us the client email address.
J
Jodie Strong
It would be nice to have the ability to add "Does this vendor require a 1099?" question to the client portal before asking for the W9.
B
Ben Stein
updated the status to
under review