Oct 14 • 💎Whitney Gems
How to Fill Out Your W-9 Correctly (and Get Paid Faster)
Millionaires, incorrect W-9s slow your payments and cause unnecessary tax headaches. Let’s fix that today.
Here’s your step-by-step breakdown:
1️⃣ Line 1: Name
Enter the name that matches your tax return.
If you’re a Sole Proprietor: use your personal legal name.
If you have an LLC taxed as a corporation: use your LLC’s name exactly as it appears on IRS records.
2️⃣ Line 2: Business Name / Disregarded Entity
If you operate under a DBA (Doing Business As), list that name here.
Example:
Legal Name: Tiffany James Enterprises, LLC
DBA: Boss Babe Funding Co.
3️⃣ Line 3: Federal Tax Classification
This is where most people mess up.
Check the correct box:
Individual / Sole Proprietor — if you file under your SSN.
C Corporation or S Corporation — if your LLC is taxed as one.
Partnership — if you have business partners.
LLC — select and then write the tax type (C, S, or P).
⚠️ Tip: If you’re not sure what your tax classification is, check your IRS EIN confirmation letter or ask your tax preparer.
4️⃣ Line 4: Exemptions
Leave this blank unless your business qualifies for special exemptions (rare for most small businesses).
5️⃣ & 6️⃣: Address
Enter your business mailing address (not your home unless it’s registered as your business address).
Part I : Taxpayer Identification Number (TIN)
Use your EIN if your business has one.
If you’re a sole proprietor with no EIN, use your SSN.
✅ Pro tip: Always use your EIN for business, it protects your personal information.
Part II: Certification
Sign and date the form. Your signature confirms:
The TIN you provided is correct.
You’re not subject to backup withholding.
📝 Remember: You do not send this form to the IRS, you send it directly to whoever requested it (like a client or funding source).
Download a blank W-9 from the IRS website. Complete it using this guide. Save a signed PDF copy in your business records. Update it any time your name, address, or tax classification changes.
Drop a ✅ below once done.
If you’re unsure about your classification, tag your accountability partner or ask in the comments, I'll help you get it right!
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How to Fill Out Your W-9 Correctly (and Get Paid Faster)
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