Updated March 2025 to reflect the new W-9 version,
What you need to know
US companies are required to upload an IRS W-9 Tax form to complete their company profile in graphiteConnect.
Access to Tax information (such as W-9 or SSN) is Restricted. Only users with Tax permission can view or edit tax fields. If you need to update a user's permissions please see Adding New Users for instructions.
**If you already uploaded a W-9 and need to upload a new one, you will need to delete it before you can upload the new W-9. Please see the instructions at the end of this article on how to delete an existing W-9.
Verify the W-9 is IRS-approved
Make sure that you have an IRS-approved version of your W-9. The IRS requires "Revision March 2024" or later.
Get the latest IRS-approved form here.
Steps:
1. Log In: Visit app.graphiteconnect.com and log into your account.
2. Access Your Company Profile: On the Home page, locate the square at the top-right corner of the screen and click on it. Then, select “View Profile” beneath your Company Name to open your company profile.
3. Go to Tax Information: In the left-hand menu, click on “Tax Information”.
Locate the "Upload your latest W-9" field.
4. Unlock the W-9 field by two-factor authentication
Users with tax permission will use two-factor authentication to confirm their identity for access to the restricted field. Two-factor authentication is completed by sending a temporary identification code by email or text message.
Users with the Tax permission will see an “unlock field” link on the EIN/SSN and W-9 fields.
Click on the link to select whether you would like the authentication code sent by email or text.
5. Select the W-9 file to upload
Once you authenticate, put the field into edit mode by double-clicking on the field. Once in edit mode, you will be prompted to add a file, either by dragging a file or browsing your computer to upload a file.
After the file has uploaded, simply click ‘Save’ and you are all set.
How to Delete a W-9 and Upload a New One
If you already uploaded a W-9 and need to upload a new one, you will need to delete the existing one before you can upload the new copy. These are the steps for deleting a W-9 file in order to upload a new W-9.
1. Unlock the Restricted W-9 field with two-factor authentication
Users with the Tax permission will see an “unlock field” link on the EIN and W-9 fields.
When you click on that link, select whether you would like the authentication code sent by email or text.
2. Hover over the W-9 field, and select "Edit"
3. Delete the existing file by clicking on the trash bin icon
The previous W-9 file is now deleted.
4. Drag your new file or click browse to upload a new W-9