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Wodify Support may request a completed W-9 so your Wodify Payments account can be verified and your payouts and 1099-K reporting match IRS records — it’s important the information on the form matches how you file with the IRS.

Pre-requisite Pro-Tip

Before completing the W-9, confirm your business ownership structure (Individual/sole proprietor, single-member LLC, C corp, S corp, Partnership, Trust/estate, etc.). This is typically defined on your SS-4, formation documents, or tax filings. If you’re unsure, check those documents or consult your tax advisor — incorrect ownership selection or TIN will cause tax-reporting mismatches on the 1099-K.

Step-By-Step How To

A — Identify your ownership structure (choose the box in Part I/Line 3)

1. Individual / Sole proprietor or Single-member LLC

   • You are the only owner and report activity on your personal return (Schedule C).

   • Check “Individual/sole proprietor or single-member LLC.”

2. C Corporation / S Corporation

   • The entity reports activity on Form 1120 (C) or 1120S (S).

   • Check “C Corporation” or “S Corporation” as applicable.

3. Partnership

   • The entity reports on Form 1065. Check “Partnership.”

4. Trust / Estate

   • If the trust/estate files its own return, choose “Trust/estate.”

5. Limited Liability Company (LLC)

   • If your LLC files as a corporation or partnership, check LLC and write the letter C, S, or P (for partnership) next to it.

   • If a single-member LLC is disregarded (reports on your personal return), treat it as Individual/sole proprietor above.

6. Other

   • If none of the above apply, consult your tax advisor before selecting “Other.”

B — Fill out the rest of the W-9

1. Name (as shown on your tax return)

   • Enter the exact name that appears on the tax return used to report this business’s activity.

   • If the business activity is reported on your personal return (Schedule C), enter your full personal name here.

2. Business name / DBA (if applicable)

   • If you supplied your personal name above but operate as a single-member LLC or DBA, enter the business/DBA name here.

3. Federal tax classification

   • Ensure the box you checked in the ownership section is reflected here (Individual, C Corp, S Corp, Partnership, Trust/estate, or LLC with letter C/S/P).

4. Address

   • Provide the business mailing address — this is where the IRS / 1099-K will be mailed. Double-check street, city, state, and ZIP.

5. Taxpayer Identification Number (TIN)

   • Individual/Sole proprietor or single-member LLC — provide your Social Security Number (SSN).

   • All other entities (corporations, partnerships, multi-member LLCs, trusts, estates) — provide the entity’s Employer Identification Number (EIN).

   • Important: The TIN must match the owner/entity and the selection in the ownership box. Mismatches cause reporting problems.

6. Part II — Certification & Signature

   • Read the certification carefully, sign, and date the form. The signer must be authorized to sign for the entity. Keep a copy for your records.

    

Pre-Submission Checklist 

• Confirm ownership structure and that it matches your tax filings (SS-4, formation docs).

• Name on W-9 exactly matches the name used on the tax return.

• Business name / DBA entered if applicable.

• Mailing address is correct (mailing address for 1099-K).

• Correct TIN entered (SSN for sole proprietor / single-member; EIN for entities).

• Signature and date completed by authorized signer.

• Keep a copy for your records and be prepared to share the completed W-9 with Wodify Support.

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FAQs

Which TIN do I put on the W-9: my SSN or my EIN? If you are an individual/sole proprietor or single-member LLC reporting on your personal return (Schedule C), use your SSN. If your business is an entity (C corp, S corp, partnership, or an LLC that files as one of those), use the EIN assigned to the entity.

My LLC is a single-member but I use an EIN. Which do I use? If your single-member LLC is disregarded (you report on your personal return) most people use their SSN, but if you obtained an EIN and use it for reporting, consult your tax advisor. If your LLC files taxes as a corporation or partnership, use the EIN and indicate the LLC tax classification (C, S, or P) on the W-9.

I’m not a U.S. person — do I fill out a W-9? No. Non-U.S. persons/foreign entities should complete the appropriate W-8 form (for example, W-8BEN) instead. Contact Wodify Support or your tax advisor for guidance.

What if the name/TIN on the W-9 doesn’t match IRS records? A mismatch can cause filing delays or backup withholding. Verify the name and TIN against your IRS documents (SS-4, EIN confirmation letter, or previously filed returns). If you’re unsure, consult your tax advisor to correct the IRS record before submitting.

Who should sign the W-9? An authorized individual who can certify the form: the owner, partner, corporate officer, or other authorized representative of the entity. Make sure the signer’s authority is clear.