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Version: 1.7.3

Overview

Form W-9 is an IRS form used to collect the Taxpayer Identification Number (TIN) and other essential information from your payees (recipients) to accurately file information returns and report payments made to them.

This form is applicable only to US residents. For non-US residents, you must obtain W-8BEN, W-8BEN E, or W-8 ECI. Use the WhCertificate endpoint if you want the payees to choose and fill out either a W-9 or a W-8 based on their citizenship status.

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TaxBandits supports multiple languages (English, French, Spanish, German, Ukrainian and Portuguese) for W-9/W-8 submission. When initiating the requests, you can customize the language preference by providing the appropriate language code. Recipients will also have the option to change their preferred language

Methods to automate W-9/W-8 collection​

You can automate W-9 form collection using any of the following endpoints.

  • RequestByUrl: Generates a unique, secure URL for each payee. You can embed this URL into your software, allowing each payee to complete their W-9 forms individually.

  • RequestByEmail: In this method, you can use the API to send email requests directly to the payees for the completion of the W-9 form.

  • RequestByText: In this method, you can use the API to send requests via text message directly to the payees for the completion of the W-9 form.

  • Drop-In UI: As an alternative to the above endpoints, TaxBandits API offers a readymade Form W-9 interface that can be tailored to align with your brand and integrated easily into your existing systems. Learn more

Automate TIN Matching with W-9 requests​

If you want to validate the payee TINs automatically once collected, you can set the IsTINMatching node to TRUE in the API requests of the RequestByEmail, RequestByText, or RequestByUrl endpoints.

For Drop-In UI, you can configure the settings so that TIN Matching is automatically initiated once the payee submits their form.

Customization options​​

Before you automate the W-9 collection using the TaxBandits API, you can customize the secure URL (form completion page) and the email sent to recipients (when using RequestByEmail) with your own branding. See How

Other W-9 endpoints​​

  • Get - Used to get the information submitted by the payee along with the link to download the completed W-9 as a PDF.
  • Delete - Used to delete the W-9 forms of particular recipients.

Status Retrieval​

You have two different options.

  • Status - You can use this endpoint to get the status of form submission and TIN Matching (if opted).
  • Webhooks - Configure webhooks for the event type 'Form W-9 Status Change' webhook to trigger automated notifications whenever the recipients submit their W-9 forms.