The account navigation includes both Tax Forms and Insurance Certificates.
Where to look
- Log in to your account.
- Use the Tax Forms area for documents such as the W-9.
- Use the Insurance Certificates area for available insurance documents.
Portal screens and options can vary based on your account, permissions, and the type of work you order. If you do not see the option referenced below, contact CNY Process Solutions for help.
Also available outside the portal
The downloads area also lists Form W-9 and multiple insurance certificate files, so you may be able to retrieve those documents there depending on the file and your access level.
If you need a document for vendor review
If your accounting or compliance team needs a specific document set, say that clearly so the company can point you to the correct file or provide additional support.