TaxBandits Knowledge Base

How does the Vendor e-sign and submit their Form W-9 with TaxBandits?

First, the payer must make the request from their TaxBandits account. The vendor will then receive an email prompting them to complete Form W-9/W-8BEN/W-8BEN-E with TaxBandits. 

The vendor should follow these steps: 

1. The vendor should open the email and follow the secure link.
2. The vendor can select the form that best applies to them (W-9, W-8BEN, W-8BEN-E).
3. The vendor can then fill in the required information and provide their e-signature, certifying that the information is accurate. 
4. The vendor submits the form and receives their own copy of the form by email. 

Once the vendor submits the W-9/W-8BEN/W-8BEN-E,  you (the requestor) will receive a status update. The information will be stored securely in your account to use when e-filing 1099s with TaxBandits.