Description:

Getting vendor onboarding right starts with collecting the right documents—and knowing why they matter. This course walks through the essential forms every AP or vendor management team should have on file. We’ll explain IRS forms (W-9 and W-8 series), company-branded setup and banking forms, and the role each plays in avoiding fraud and ensuring compliance. Participants will see how combining forms into a single package can make the process faster and easier for both vendors and internal teams. Finally, we’ll cover the critical fields that every form should include and how well-designed forms prevent downstream errors. 

Agenda:

• Purpose of IRS W-9/W-8x forms 

• Role of company-branded vendor setup and banking forms 

• Key fields every form should include 

• Combining forms for efficiency and clarity 

• How forms prevent fraud, fines, and vendor errors 

What You’ll Learn: 

• Identify and explain the purpose of W-9/W-8x forms 

• Understand the role of company-branded forms in fraud prevention 

• Build a vendor form package that reduces back-and-forth with vendors 

• Recognize the importance of collecting key fields to maintain clean data 

Audience: 

AP teams, vendor onboarding specialists, procurement staff, and compliance professionals.