For W-9's we use the Vendor setup in Accounts Payable.  There is a tab "1099 Settings" that allows you to enter the Recipients Tax ID number and you can even use the Attachments feature to provide a link to the W-9.  This is not related to job-level tracking at all.  There is also a Custom Fields tab on the Vendor setup that you could modify to add tracking of whatever you want at that level.

Thanks for your reply.  To be more specific about my issue I will give an example:  If I want to ask Sage which Subs don't have COIs by job, I can easily do that with the sub compliance tool.

However--If I want to query Sage to see which vendors do not have W9s-I can't find a way.  The only method I have to do that that i'm aware of is to check them inidividually, one by one.

Maybe I need to create a job just for tracking them?  Not sure.  Thanks again for your input.

Thanks for your reply.  To be more specific about my issue I will give an example:  If I want to ask Sage which Subs don't have COIs by job, I can easily do that with the sub compliance tool.

However--If I want to query Sage to see which vendors do not have W9s-I can't find a way.  The only method I have to do that that i'm aware of is to check them inidividually, one by one.

Maybe I need to create a job just for tracking them?  Not sure.  Thanks again for your input.

We track our W-9's via the AP Vendor as well. I have a report that I run that shows whether the checkbox for "Vendor receives a Form 1099" is checked, prints the tax ID, any alternate Tax ID name that needs to be on the 1099, lists which Form Type the vendor gets and what the current 1099 amount is for this year.

Well putting myself in your shoes I'd run the 1099 Preparation report.  That shows the tax ID number on it, if it exists.  Haven't tried it but you could probably put some conditions on it to get it down to ones where you don't have a tax ID.

Thanks for your input Siri.  That is actually the exact method I was thinking about using.  It still doesn't create the ability to specifically run inquiries about W9 compliance, but it would be pretty darn close.