W-9 and W-4 documents

A new client usually needs your W-9 to set you up to be paid. Upload it once and attach it whenever you need to.

Upload

1. Go to Profile → Documents.
2. In the W-9 Document (or W-4 Document) card, tap Upload W-9 Document — or drag the file in on a computer.
3. Pick a PDF or image (PNG, JPG, or WebP), up to 10 MB.

You keep one of each. To update it, tap Replace W-9 Document and pick the new file.

View or delete

A saved document shows its file name and "Current W-9 document". Use the view button to preview it, or the delete button, then Delete, to remove it.

Attach to an invoice

When sending an invoice, tick Attach W-9 or Attach W-4 under Additional Attachments. It's attached as W9-{your last name}. See What's attached to an invoice email.

If you haven't uploaded one, the send dialog shows Upload a W-9 instead.

CrewRoo stores your document so you can attach it. It doesn't read it or file anything with the IRS.