Tax documents: the W-9, W-4 and I-9

Fill and sign the W-9 in the app; W-4 and I-9 link to the official blank forms; see what you have been paid this year.

1 min readUpdated For: professional

Documents is where your paperwork accumulates. The W-9 can be filled out and signed in the app; the family sees that it is on file with only the last four digits, and the full number never travels with your record. W-4 and I-9 open the official IRS and USCIS blank forms to fill and upload. Every document has a status pill, Replace, and an expiry date where it applies, and you can add other documents.

The Documents tab also shows the paid-to-you line for the year. An independent professional paid more than the IRS reporting threshold in a year is flagged for the family's 1099-NEC; an agency-billed invoice counts for the agency, not the person whose hours it lists.

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