Update a contractor's W-9 information after they've been created, which can switch them between an individual and a business.
What changes
A contractor is an individual or a business according to their W-9, the same way it works when you create a contractor with w9FormResponse:
taxClassification | The worker is paid as | entityIndividualName is used as |
|---|---|---|
INDIVIDUAL | An individual | Not used as a business name |
| Any other value | A business | The business name |
The other values are C_CORP, S_CORP, PARTNERSHIP, TRUST, LLC and OTHER. When the classification is LLC, also send llcTaxClassification. See Get Form W-9 info for what each value means.
Taxpayer identifier rules
Send exactly one of socialSecurityNumber or employerIdentificationNumber.
| Worker is paid as | Allowed identifier |
|---|---|
| A business | An EIN |
| An individual | An SSN, an ITIN, or an EIN |
A business with an SSN is rejected with a 400.
When it takes effect
The change applies as soon as the request succeeds, and Everee checks the taxpayer identifier again. effectiveDate dates the W-9. It can't be in the future, before the worker's start date, or on or before the pay date of the worker's most recent payment, and it doesn't schedule the change. A contractor who was paid today can be switched from tomorrow.
Form 1099
Contractors can change between an individual and a business at any time. Whichever status is in effect on December 31 is the one used for the values on their Form 1099 in the filing process.
This endpoint is for contractors. Everee doesn't capture a signature: the request supplies tax settings only. Read the result back with Get Form W-9 info.
The request can't be applied. For example: the worker isn't a contractor, both or neither of socialSecurityNumber and employerIdentificationNumber were sent, a business was given an SSN, the effectiveDate is in the future, before the worker's start date, or on or before the pay date of the worker's most recent payment, or the taxpayer identifier is already used by another worker.
No worker matches the id.