# Get W-9s in before 1099 season

Total each client’s contractor payments, check for forms on file, and draft requests.

Profession: Accountants & bookkeepers (https://melete.si/for/accountants/index.md)

Canonical page: https://melete.si/use-cases/contractor-w9-collection/

## Example request

Go through this year’s payments for our 12 small-business clients and list every contractor with their total paid. Mark the ones above the reporting threshold in our year-end checklist, check each client’s folder for a current W-9, and draft request emails the client can send to anyone missing one. Do not prepare or file any forms.

## Workflow

1. Total the payments to each contractor from the records you connect.
2. Compare the totals with your checklist threshold and the W-9s on file.
3. Draft requests for missing forms and a status sheet by client.

## Result

A contractor list for each client showing who still needs a W-9, with requests drafted.

## Human review

You confirm the list and the threshold. Nothing is filed without approval, and each client decides whether to send the requests.

## Collaboration

Share each client’s missing-form list with that client alone.