The W-9 Conversation to Have Before a Contractor Starts On Monday, a designer joins a project. By Friday, the first invoice arrives. The work is approved, payment is ready, and only then does someone ask for a Form W-9.
The designer is traveling, accounting is closing the week, and a basic onboarding document becomes an avoidable bottleneck.
The better time to collect a W-9 is before the first payment. This gives the requester time to review the...