How do I add payers to request form W-9/W-8BEN?

Last modified 6/28/2023 5:57:14 AM EST

TaxBandits allows you to easily add a payer to your account and send them a W-9/W-8BEN request. There are two methods for adding a payer. 

Method 1: From the Dashboard

Step 1: Sign in to your TaxBandits account.
Step 2: Navigate to “W-9/W-8BEN” on the Dashboard. 


Step 3: Select “Add payer” under the Manage Payer menu.


Step 4: Provide the necessary payer information and click “Save.” 


 

Method 2: From the Address Book 

Click here to learn how to add new payers and request their W-9 from the Address Book.