Is TaxBandits' W-9 Manager free to use?

Last modified 7/24/2025 6:29:06 AM EST

TaxBandits understands that with increasing demands on accounting firms and CPAs, required compliance needs to be handled as efficiently and cost-effectively as possible. That’s why we offer free W-9 collection to streamline and reduce the cost of compliance. Our premium W-9 service provides the additional controls needed to preempt rework and risk. 

TaxBandits’ free W-9 offering will:

• Collect W-9 information from vendors, contractors, and payees

• Track completion status across all requests

• Protect taxpayer data in a secure, access-controlled system

Without cost, our customers:

• Reduce the overhead cost of required tax recordkeeping

• Meet IRS collection requirements without manual workflows or operational disruption

• Improve protection of personally identifiable information (PII), reducing exposure to reputational, financial, and legal risk

In addition to our free offering, TaxBandits’ premium W-9 service provides:

• Real-time TIN matching

• Detection of incomplete forms

• Identification of potentially fraudulent submissions

• Full audit visibility across all W-9 activity

To ensure our customers mitigate both cost and risk, TaxBandits' premium W-9 service:

• Resolves issues at intake to avoid delays and rework during Form 1099 preparation

• Mitigates IRS enforcement actions and penalties by eliminating avoidable errors

• Demonstrates due diligence for every W-9 collected, validated, and resolved

• Makes compliance cost-effective by addressing risks before they become liabilities