What's new at Worksuite - Freelancer Management Platform

As part of our Enhanced Tax Info + Automatic W-9 Generation rollout, you can now clean up your Onboarding Workflows and remove the legacy step!

Previously, Form W-9 signatures for U.S. freelancers were done through a manual workflow stage. Now, the new Enhanced Tax Info collection and automatic generation of W-9s encompasses both benefits.

So what do I have to do?

1. Go to the Workflows module → edit workflow. 
2. Click the 3 dots on the right side of any manual W-9 signature stage. 
3. Delete the extra stage. 
4. Keep the Tax information stage in place.

Any time you're creating a new workflow, simply select the Tax information stage from the dropdown and this will just work on your behalf!

FAQs

What will happen to my "legacy" W-9 forms that were generated through the old "Sign agreement" stage?

• These will be stored for the next two months, don't worry. 
• All legacy docs generated through an Agreement stage will be stored in Vendor / Documents and Workflows / Agreements.

Where will the new W-9 forms be stored?

• The docs generated in the new automated way from your Tax information workflow will be stored in Vendor / More info / Tax info.

Can I go ahead and do this myself?

• Yes! Your account admin has the power to edit/remove workflow stages. 

If you need any support, we're just a few clicks away!