Open Forum

I am struggling with the proper way to set up a new vendor.  Often, there are different names on lines 1 and 2 of a W9 form.  Without having an invoice in hand, how do you determine the appropriate vendor name?  Often the name associated with the IRS is not the commonly known name or the name that is on an invoice.

What do you do?  Thanks, Tracy


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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
tyaklyvich@ashp.org
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Tracy, this really depends on your preference for your system. We typically use the Company name thats on line 1 of the w9 for Vendor name and then the short name and check name for the DBA.

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Kyle Boysen
Amur Equipment Finance
Grand Island NE
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Original Message:
Sent: Jul 13, 2022 10:05 AM
From: Tracy Yaklyvich, MBA
Subject: Vendor Setup

I am struggling with the proper way to set up a new vendor.  Often, there are different names on lines 1 and 2 of a W9 form.  Without having an invoice in hand, how do you determine the appropriate vendor name?  Often the name associated with the IRS is not the commonly known name or the name that is on an invoice.

What do you do?  Thanks, Tracy


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Tracy Yaklyvich, MBA
Controller
American Society of Health-System Pharmacists
Bethesda MD
tyaklyvich@ashp.org
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