You will need to fill out this form if you are an independent contractor or a company providing services to another business entity. Based on the information you provide in this form, your customer will issue you a Form 1099-MISC at the end of the fiscal year.

Since you could need to submit the Form W-9 multiple times, it is better to fill it out and store it for future use. You can fill out this form on any iPhone, iPad or Mac using the advanced productivity tool PDF Expert.

How to fill Form W-9

Filling out PDF forms with PDF Expert is a breeze. Here are 5 simple steps to do that:

  1. Download the form here and the instruction here;
  2. Install the free trial of PDF Expert;
  3. Click on any field and start typing your information (see the notes below);
  4. Save the complete form in a cloud storage so you can retrieve it from anywhere in the future;
  5. Print out the form, sign and put a date and give it to your customer.


p.1 – Type in your name or company name exactly as it appears on your tax returns

p.2 – If you are doing business using a different name, type it here

p.3 – Check your company or business type, for sole proprietors select the first checkbox

p.5,6,7 – Enter the address where you'd like to receive the Form 1099-MISC

Part I – Enter either SSN or EIN, for sole proprietors; they are interchangeable, so you can use either one.

That's it! As you can see, filling out PDF forms with PDF Expert is a breeze. Besides, there are several more advantages that you will definitely love:

Common mistakes to avoid while filling out Form W-9

Mistakes are something we all make. However, mistakes on tax return can be costly. Some people found this out the hard way when even a small typo in a Name field could cost big. That is why we prepared a set of common mistakes to avoid while you are filling out your Form W-9.

- Mistyping your name or DBA on the W-9 can actually trigger an audit since it would appear to IRS that you didn't report your form 1099-MISC when you submit your tax return later.

- Same thing will happen if you make a typo in the SSN or EIN, please remember that your customer has no way to verify that you've entered a correct number.

- Make sure your mailing address is correct, otherwise you will not receive your 1099-MISC form later.

Hopefully, this guide helps. Keep all the forms in one place, for example in PDF Expert on your iPad. This enables a quick access whenever you need them. Once again, make sure you provide accurate information on your W-9. This will ensure that payments you receive are properly reported to the IRS. If you are unsure of some items check them with your financial adviser.

PDF Expert fluently speaks