W-9 Compliance is an optional feature for Advocate that helps you and your participants remain compliant with US tax law.
Follow this process to check whether a W-9 form was marked as collected for a specific participant.
From the left navigation menu, Participants.
Search for and select the name of the participant whose W-9 status you want to verify.
On the participant's profile, select the Tax Compliance tab.
Here you can view their W-9 form collection status and a breakdown of rewards earned per calendar year.
Want to check the W-9 statuses of multiple participants?
If you want to see the W-9 status for multiple participants at once, you can run a program report using the report type US W-9 Tax Report.