Upload your contractor’s W-9 and payment records. We’ll organize the documents and help fill the gaps.
Match payments made during this calendar year. Check the year before uploading.
Add your contractor’s W-9 and payments
Drop the files here together. We’ll identify the documents and fill in the details automatically.
A bank statement or payment export works. Add invoices and receipts as supporting records, or a quote or company document to fill your business details. No need to sort files first.
PDF, JPG, PNG or CSV · 30 files per batch · 20 MB per file · AI: 25 pages per PDF
Basic document reading is available. Details that cannot be read can be entered manually.
Add the paying business’s legal name, address, tax ID, and tax year. You can upload a quote, invoice or company document to fill these details, or enter them later.
Invoices and receipts stay separate from payment totals until you confirm a payment.
