sweetgum

filter contractors by w-9 status or ytd threshold

the contractor list has filter chips for needs-w-9 and over-$600. one click cuts the list to exactly the people you need to chase or report on.

3 steps~2 min
  1. 1

    open sweetgum

    the contractor list is the home view.

  2. 2

    needs w-9

    click "needs w-9" to see contractors who haven't signed yet. that's your chase list — re-send the link or pick up the phone.

  3. 3

    over $600 ytd

    click "over $600" to see contractors who'll need a 1099-nec at year-end. anyone here without a w-9 is an urgent ask.

    tip

    search by name, legal name, or email if the list gets long. fuzzy match catches typos.

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