Require W9 or W8BEN tax form | Voters

Require W9 or W8BEN tax form

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Terri Sage

Create ability to require W9 or W8BEN tax forms to be filed for an affiliate.

March 15, 2023

Sales & Marketing

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https://ideas.gohighlevel.com/changelog/adding-new-affiliates-made-seamless

Steve Bostian

Sales & Marketing the thing about this is that it's just a file storage location. It does not let us gather the w9 info via an online form and do any auto workflows based on receipt of that form...or to include the form as a part of an affiliate's application. It's a start, but we need much more automation. I can show you our current work around. We put an image of the w9 in a GHL Form and then repeated the fields as custom fields, etc. Thanks.

Stephen Bostian

These IRS details show that we can build our own W9 form inside of Form Builder if it complies with these guidelines. https://www.irs.gov/instructions/iw9 Can GHL please update your plans for this suggestion. Kartra already has this build in to their Affiliate Manager.

Sebastian Cruze

And have them on file for each affiliate would really make things clean and simple