Collect W-9s and get ready for 1099s
Partners fill in and sign their W-9 in the app, with their tax ID number kept private, and Busy Book shows who needs a 1099-NEC each year and whose W-9 is missing.
Every partner you pay $2,000 or more in 2026 needs a 1099-NEC by February 1, 2027, since January 31 is a Sunday (for payments before 2026, the line was $600). You need their W-9 first, so ask early.
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1
Open W-9s and 1099s
In the menu, tap Partners, then Partner records, then W-9s and 1099s.
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Pick the year
Tap the year. Each partner shows what you paid them, what they earned on jobs, and whether they need a 1099-NEC, with the line for that year and the date it's due.
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3
Ask for W-9s
Tap Ask everyone without a W-9, or Ask for it on one partner. It shows in their app, with an email if they gave one. Their app only shows My W-9 once you ask.
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They sign it in the app
Partners open Me, then My W-9, fill in the same lines as the IRS form, and sign. Their number is locked away, and only the last 4 digits show.
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Have a paper one?
Open the partner, tap Have a signed paper W-9? Upload it, type what's on it and add the file. The file and the number are both kept private.
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Send it to your tax pro
Tap Download for filing (with tax ID numbers) to get the file your tax pro or e-file service needs. Only you, the owner, can download it.