Streamline processes, reduce paperwork and stay compliant with Avalara W-9.

Streamline processes and automate collection. Stay compliant with IRS regulations. Quickly collect and store W-9 forms in the cloud when a vendor is added to your system.

Created for Accounting Departments

Stay IRS compliant Speed onboarding of vendors with automated requests. Reduce paperwork and withholding due to missing W-9s. Multiple collection options, including the secure online portal. Take action on notications and generate B Notices.

Compliant
Collection of a W-9 form from independent contractors, vendors, corporations, etc., is required by IRS regulation. A W-9 form certies that the TIN provided is correct and the payee is not subject to backup withholding. If you do not collect a W-9, you are required to collect backup withholding at a rate of 28%. If they are subject to that tax and you do not collect it you are liable. There are requirements for soliciting these forms, responding to time-sentitive notices and retaining forms. Avalara W-9 helps you handle it all with a solution that automates, reduces paperwork and integrates with other systems to create the process that is quick and seamless.

Automated
Generate pre-lled forms, B Notices and cover letters. Mail, email or fax to the vendor. Send a link to a secure portal where they can complete a form online. You can have your needed paperwork in minutes. Avalara W-9 automatically updates your system to show if a valid W-9 is on le. Send automated reports to your email inbox and know whats missing. Track requests and penalty notices with data/time stamps and scheduled reports.

Avalara W-9 is part of CertCapture

Proper management of sales tax exemption certicates reduces short pays and paperwork due to incorrect billing. Automate these processes and avoid audit penalties.

Paperless
Your processes becomes paperless. Returned faxes and emails are sent directly to the online database. The secure, online portal generates a digital W-9 form, including signature, in just a few clicks. The IRS will accept a digital form.

Seamless
Match documents in our database to your ERP or CRM. Create a report with the information required to complete 1099 forms for your entire database. Upload the information from W-9s to your 1099 software to help generate the annual forms.

Get started with Avalara W-9 today.

Call 877-780-4848 Visit: www.avalara.com
Copyright 2013 Avalara, Inc.

Avalara W-9s: Powerful tools to manage your W-9 database,

eliminate paperwork and stay compliant.

FORM REQUEST

Send forms and notices to just one vendor or your entire database. Create pre-lled forms and cover letters in just a few clicks and distribute them as hard copies, faxes or emails. Send links for vendors to complete the form online.. Forms can be added to the database through scan, fax, email and the secure, online wizard. Data required for a valid form, including the signature, is captured in the easy, step-by-step process. You are compliant and the payment is not delayed. W-9 forms are stored in the cloud to facilitate access, speed processing, enable reporting, and simplify 1099 preparation. Databases scale easily so you always have room to grow while you only pay for the level of storage you use. W-9 information integrates with your master customer data, ERP, CRM and tax decision software. Ensure accurate tax status is applied. Limit withholding and paperwork.

COLLECTION

STORAGE RETRIEVAL

SOFTWARE INTEGRATION

MANAGEMENT

Track collection with data/time stamps and automate reports. Avalara W-9 can flag a vendor for withholding until a valid form arrives so you are always compliant. Manage notications and B notices, too.

Manage W-9s and sales tax exemption certicates with the same powerful tools. Manage W-8 forms for foreign personnel or companies with Avalara W-9, too.

Calculation
Automating the sales tax calculation/decision process saves time, money and effort. Avalara Avatax dynamically delivers 100,000+ taxability rules and applies them across 11,000+ jurisdictions at the point of transaction, fully integrated with your billing system or ERP.

Filing
Avalara 1099 takes the angst out of the year-end 1099 headaches experienced by most AP departments. Data is mapped to the form and TIN numbers are checked against the IRS database in real-time. Your forms can be completed, approved, printed/emailed and eled with the IRS from Avalara 1099.

Getting started with Avalara W-9 is easy. Avalara helps you automate AP processes.
Call: 877-780-4848 Visit: www.avalara.com
www.avalara.com | 100 Ravine Lane NE, Suite 220, Bainbridge Island, WA 98110
Copyright 2013 Avalara, Inc.