Access your W-9 Tax Documentation

Overview: This article list the appropriate step to successfully download your practice's W-9 tax documentation using the Dandy Portal

 

Locate and Download your Practice's W-9 Tax Document

  1. Log into your Dandy Portal Account
  2. Click your account settings on the top right of your screen
  3. Select Practice Settings
  4. Scroll to "Practice Documents"
  5. Click on W-9



     
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