How to onboard a vendor and request a W Form from them

Requesting a W-Form (such as a W-9 or W-8) from your vendors directly through Inkle Books ensures seamless tax compliance and keeps your documentation organized in one place. Follow these steps to onboard a vendor and request their W-Form:

1. Navigate to the Vendors Section

Log in to your Inkle Books account and open the Expense tab from the main menu. From the dropdown or navigation menu, select Vendors.

2. Search for the Vendor

Once in the Vendors section, use the search bar to check if the vendor already exists in your records.

3. Select the Existing Vendor

If the vendor is already listed, click on their name to open their profile details, then navigate to the W-Form tab.

4. Request the W-Form

Inside the W-Form section of the vendor’s profile, click on Request W-Form.

5. Add a New Vendor (If Not Found)

If the vendor isn't in your system yet:

• Click the Add Vendor button located at the top right of the screen.
• Enter the vendor’s basic details (Name and Email address).
• Click Save or Create.

6. Send Request for New Vendor

Once the new vendor profile is created, click on the vendor’s name, go to the W-Form tab, and click Request W-Form.

7. Vendor Receives Email Notification

Inkle Books will automatically send an email to your vendor with a secure link and instructions to complete and submit their W-Form.

8. Track and Review Submission

Once the vendor fills out and submits the form, it will automatically populate and be viewable directly within their profile under the W-Form section.

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