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ReportHi Everyone,
We have had some questions around how to enter the data from a W-9 Request for Taxpayer Identification Number and Certification Form into Dynamics GP.
This blog will address the boxes on the W-9 form and where this information should be entered in Microsoft Dynamics GP as well as how this information will look on the 1099 form. I have also included information on how Doc Attach can be used to keep the scanned W9 form in the Vendor card.
- This blog assumes you have a basic understanding of how to set up a Vendor in Dynamics GP Purchasing Module. For more information on how to set up a Vendor please review this link https://docs.microsoft.com/en-us/dynamics-gp/financials/payablesmanagement .
- For more information regarding the W-9 form, please refer to this link https://www.irs.gov/pub/irs-pdf/fw9.pdf
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W-9 Form |
Dynamics GP Navigation path |
Dynamics GP Fields |
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Box 1: Name Box 5 – 6 Address |
Purchasing >> Cards >> Vendor |
Name Address, City, State, Zip Code |
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Box 2: Bus. Name |
Purchasing >> Cards >> Vendor >> Options |
DBA |
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Box 3: Taxpayer ID Number, Tax Classification, DBA |
Purchasing >> Cards >> Vendor >> Options |
Tax ID, Tax Registration |
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Box 4: Exemptions |
Purchasing >> Cards >> 1099 Details |
FATCA Filing requirement |
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Box 7: Account numbers (optional) |
Non-Applicable |
Non-Applicable |
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Non-Applicable |
Purchasing >> Cards >> Vendor >> Options |
Tax Type |
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Non-Applicable |
Purchasing >> Cards >> Vendor >> Options |
1099 Box |
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Part II: Certification |
N/A |
N/A |
Below are example screen shots showing the Dynamics GP window and fields.
Purchasing >> Cards >> Vendor
Purchasing >> Cards >> Vendor >> Options
Purchasing >> Cards >> 1099 Details
Print the 1099 in GP: Purchasing >> Routines >> Print 1099
If you would like to keep a scanned copy of the W-9 form in GP, Doc Attach is the way to go.
Ensure Doc. Attach is setup in Dynamics GP Administration >> Setup >> Company >> Document Attachment Setup
- User would scan the W-9 document > save it somewhere (example: on the user’s desktop).
- Go to Purchasing > Cards > Vendor > click on the Paper Clip “Attach” button.
In the Document Attachment Maintenance window click ‘Attach’ button > path out to where you saved the scanned W-9 form > click OK > you should see a paper click on a piece of paper indicating there is an attachment for this vendor.
Hope this article is helpful when you are entering W-9 information into Dynamics GP.
Warmest Regards,
Margi Jandro
Microsoft Dynamics GP Support
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