Tax
All trackable tax
3 credential types in this category. Add what applies to you — state requirements differ by where you practice.
Form W-9
Required for 1099 work. Update annually.
Issued by: Self / IRS· Renews every 12 mo
W-9 (current)UNIVERSAL
Required for 1099 contractor relationships. Update on address change.
Issued by: Self-prepared
EIN / LLC documentation
If incorporated for 1099 work — EIN, articles of incorporation, operating agreement.
Issued by: IRS