The default mapping of the W-9 may not produce what you need when an Agency is registered with NIPR under a different company name than the name used for tax reporting or uses a DBA name. You can record this information manually in the Firm profile to help ensure the W-9 produces as expected.
This article covers the following topics:
- How to Record a Different Firm Name For Tax Reporting
- How to Record a DBA/Disregarded Name on the W9
Business Name is Different Than Tax Reporting Name on W-9
If the company name you report on your income taxes differs from how your company is registered with NIPR, you will need to complete the (W-9) Company Name on Tax Reporting field.
(Maps to W-9 Line 1)
Use a DBA or Disregarded Entity Name on the W-9
Use the (W-9) DBA/Disregarded Entity Name field to record a business name, trade name, DBA name, or disregarded entity name.
(Maps to W-9 Line 2)
Please consult an accountant with any questions related to tax reporting or for advice on how you should have your W-9 completed.
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