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Substitute w 9 request certification 2025

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The document AC 3237-S (Rev. 1/17) is a Substitute Form W-9 issued by the New York State Office of the State Comptroller, used to request taxpayer identification numbers (TIN) and certification from vendors wishing to do business with New York State. It outlines the necessary vendor information, TIN requirements, addresses for remittance and ordering, primary contact details, and certification regarding backup withholding. The form must be completed accurately to avoid backup withholding penalties.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Do I need to provide a W-9 form to customers asking for it?

What type of vendor needs a W9? Businesses should provide W-9 forms to anybody they are paying over $600 in one year for business purposes. This includes self-employed individuals, freelancers, people in a single-member LLC, and anybody who is paid to work for the company and is not an employee.

Do customers need to provide a W9?

A W9 from vendors is not required when payments will be less than $600 in a calendar year, but it is a good idea to request a W9 from all vendors. Also a W9 is not required when payments are not associated with conducting a trade or business.

What does W-9 certified mean?

The form, officially called Form W-9, Request for Taxpayer Identification Number and Certification, is typically used when a person or entity is required to report certain types of income. The form helps businesses obtain important information from payees to prepare information returns for the IRS.

What is a substitute W9 certification?

The certifications on a substitute Form W-9 must clearly state that under penalties of perjury: The payees taxpayer identification number is correct, The payee is not subject to backup withholding due to failure to report interest and dividend income, The payee is a U.S. person.

Why would a client ask me for a W9?

A W-9 is required for them to verify your taxpayer information and to report your wages received directly from them in the event that you dont pay taxes on the money they pay you. If is actually VERY COMMON in the commercial care business. As an example I received 5 from commercial accts just yesterday alone.

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Can I refuse to provide a W9?

If a contractor refuses to provide a W-9, you, as the startup, may be subject to backup withholding. Basically, the IRS wants to get paid, if it looks like the contractor isnt going to do it, you will have to - and the backup withholding rate as of the middle of 2024 is 24%.

Do I have to give someone a W9?

Yes. Any client who pays you more than $600 in a tax year is required to issue you a 1099, and they need the W9 for that purpose.

How to request for taxpayer identification number and certification?

You would use Form W-9 to request the TIN. If the person you pay is a foreign person, Form W-8 would be used instead of Form W-9. Second, if you receive more than $600 from someone else, the payor will use Form W-9 to request your TIN. If you dont have a TIN, you must request one.