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Version: 1.7.3

Overview

Payers required to file year-end information returns (such as 1099 or 1042-S) must collect the Taxpayer Identification Number (TIN), name, and the other required information from the corresponding recipients (vendors, contractors, or other payees).

To gather this information, payers must use the IRS Form W-9 (for U.S. persons) or the appropriate version of the Form W-8 (for non-U.S. persons).

  • Form W-9 - For U.S. citizens, resident aliens, and entities
  • Form W-8BEN - For non-U.S. individuals
  • Form W-8BEN-E - For non-U.S. entities
  • Form W-8ECI - For non-U.S. individuals or entities claiming income is effectively connected with a U.S. trade or business
  • Form W-8IMY – For intermediaries, flow-through entities, or certain U.S. branches
  • Form W-8EXP – For foreign governments, tax-exempt organizations, foreign central banks of issue, and other specific entities

W-9/W-8 Automation with TaxBandits API​

  • WhCertificate – Allow recipients to select and complete either W-9 or W-8 forms based on their citizenship status. Learn more
  • FormW9 - Use this endpoint if you only have US recipients. Learn more
  • FormW8BEN - Use this endpoint if you only have non-US individuals. Learn more
Note:

The W-8BEN-E, W-8ECI, W-8IMY, and W-8EXP forms can only be requested through the WhCertificate endpoint.