Making Tax Time Easier for Clients
By now, you have had more than your share of requests from production companies who have said something like these actual clients:
"Could you do me a favor and send me a W9 (attached pdf)? Either a scan or just the info will work. I'm trying to get my taxes together, ughhhhhh."
"Brian, would you please complete the W9 attached and fax or email back the 1st page? Thank you."
Question: Do you have to run over to the fax machine to send off your W9's...over and over again throughout the year – then fulfill numerous requests in January? Here is something I've found to expedite the delivery of W9s...clients seem to love it. (Perhaps you already do this.)
If you happen to have an All-In-One printer, you're set! Simply print out the first page of the W9, complete it and then scan the document in (it can be dated 1/1/10 and used all year...it's not imperative that you date the W9 with the date of service). Save the document as a .pdf using a file name that you'll easily recall – I name mine: TheVoiceofBrian_W9_2010. Now, you can either send the W9 with your initial invoice to new clients, update current clients and fulfill any requests that come in for the document throughout the year.
It's interesting, I have had some of the nicest responses to this little "value added service". My initial thought as to why this is, would be that the accounting people are usually very detailed and probably have to chase down documents, often with a good bit of delay on the part of the vendor. So when you can turn around a W9 in minutes, they see that as someone who's on the ball and professional...I think/hope!!
Hope this helps!
Posted by Brian Haymond at 2/1/2010 11:35 AM 
Categories: uncategorized
Tags: w9 forms for voiceover voiceovers charlotte voiceover talent voiceover tax preparation brian haymond
Categories: uncategorized
Tags: w9 forms for voiceover voiceovers charlotte voiceover talent voiceover tax preparation brian haymond
Great idea Brian! Thanks for sharing this, I will be implementing it into GelderHead Productions right away.
Best,
Jeff
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Thinking about what the client needs before they even need it is a great way to keep customer satisfaction high. Good idea, Brian. Congratulations on your new site.
Thanks for sharing.
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