Customers Without a W9 on File

View and contact customers without a certified W-9 form on file, set on the Credit Tab of the Customer Detail. This is used prior to completing 1099’s for year end and assigning patronage.

Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customers.
Grant permission to the individual report > Customers > Customers without W9s

Create Your Report

Limit to Customers marked to Pay Patronage can be selected to limit the report to member accounts that have Pay Patronage selected.

Show Address includes the account address on the report when checked.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.