How do I bulk upload my vendor details in Form W-9?

Last modified 5/23/2023 6:48:52 AM EST

If you want to request multiple W-9 forms at once, you can use TaxBandits’ easy bulk upload option. 
Follow these steps to bulk upload information for multiple vendors. 

Step 1:  Sign in to TaxBandits.

Step 2: Click Start New >> Form >> W-9/W-8BEN from the Dashboard. 

Step 3: Select “Add Vendor” from the dashboard.

TaxBandits provides two options for importing vendor information.

• Manual Entry
• Using our CSV, or Excel Template

Step 4:  Choose “Start Now” under “Bulk Upload Vendor List” 



Step 5:  Add the payer details manually or click the “Select Payer” button to select the business from the address book.


Step 6: Download the Excel template, add the required information, and click “Upload” to import the information to TaxBandits.


Step 7:  On the “Import Summary” page, check for any errors and click “Continue.”



Step 8: Select the recipient that you need to request W-9/W-8BEN and proceed with the payment.