How can I request Form W9 from my vendor?
173 views | Last modified 7/14/2023 3:25:50 AM EST | Added by TaxBandits Team

As a payer, you can request Form W-9 from the vendor in TaxBandits by following the below steps:

1. Sign in to your Business Portal. Then, go to View Dashboard >> W-9 Manager.
2. Now, click on the Add W-9 button and select Request W-9. 
3. Enter the name, email address, and account number of the recipient from whom you want to receive Form W-9. To request form W-9 from more than one recipient, click the button and enter those recipient details. Now click on Send W-9 Request.

The Form W-9 request will now be sent to the recipient’s email with a secure link. From the secure link, the recipient has to enter their details and e-sign their Form W-9.

You will receive an email notification once the recipient submits their Form W-9. Also, the recipient’s form W-9 will be available for your view under the W-9 Manager of your Business Portal.

The TaxBandits API provides a comprehensive electronic filing solution to all service providers, enabling seamless processing of Form W9 API & TIN Matching API.