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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / W9 Form in Business Ce...
Small and medium business | Business Central, N...
Suggested Answer

W9 Form in Business Central

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Posted on by VM-06021625-0 53
Hi! I need to create the W 9 form in business central US version . Is this included in US localization? Is there any add-on for this? How should this work? Thank you!
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Dynamics 365 Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 32,802 Super User 2026 Season 2 on at
    While the functionality for printing a 1099 form is available (more information here), the capability for printing W-9 forms is not included by default. However, there are addons available that provides this functionality, for example - Business Apps – Microsoft AppSource
     
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 103,635 Super User 2026 Season 2 on at
    Hi, there is a similar question below, hope it can give you some hints as well.
     
    Thanks.
    ZHU
  • Suggested answer
    D365BC_AmanKr Profile Picture
    D365BC_AmanKr 180 on at

    Hi,

    For the US version of Business Central, the standard US localization provides IRS 1099 functionality, but it does not provide a standard W-9 form collection/management process. W-9 information can be captured as part of vendor onboarding, while the completed W-9 document itself would typically be managed through attachments, document management, or an extension. Business Central then uses the relevant vendor/tax information for 1099 reporting and IRS submission.
    Please find the below MS Official Link for your reference:
    https://learn.microsoft.com/en-us/dynamics365/business-central/localfunctionality/unitedstates/introduction-to-the-irs-forms?utm_source=chatgpt.com

    https://learn.microsoft.com/en-us/dynamics365/business-central/localfunctionality/unitedstates/how-to-1099-report?utm_source=chatgpt.com

    Hope it will help you.
    Please Verify if you found the answer helpful so that it will help others.

    Many Thanks
    Aman

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