[Taxes] How To Provide a W-9 to a Winner

You can use Contact-Free Prize Fulfillment to contact winners and collect a new / updated W-9 when necessary.  

To get started, go to Front Desk > Listener Database > Listeners

When you've arrived, look-up the winner you wish to contact.

 

1-look up listener

 

Next, go to "Listener History" the click on the the "distribution date" for the contest you wish to contact the winner about.

 

1-listener history-1

To have the winner confirm/update their contact and personal information prior to signing their W-9, click "Email Listener for Info."

-or-

If you are confident the winner info is accurate, (maybe this is a previous winner), click "Collect W-9" to simply request signature on the W-9, and bypass the need to ask the winner to verify/provide information.

 

3-email listener

Assuming you need to have the winner verify/provide their information, you will have clicked "Email Listener Info" and see the resulting pop-up message.

Here you decide which forms to send (the W-9, the Winner Release Form, both) and can also customize the message sent to the winner.  Subject and Email Body are both editable.

When ready, click "send" to email the winner. 

4-listener email

When the winner has updated their information you will receive an email saying - at which point you may proceed to Front Desk > Listener Database > Utilities > Process Winner Signatures to process (create and save) the winner's signature on their W-9.