How to copy and paste multiple recipients to collect their W-9/W-8?

You can easily request W-9/W-8 forms from several recipients at once by using the copy and paste feature. Just copy the recipient details from your Excel sheet, Notepad, Google Docs, or any other document, and paste them into the respective fields.

• You can add up to 50 recipient records at a time.

• Ensure each field is separated by either a comma or a tab space so that the system can read the information correctly.

This helps you save time and effort by uploading multiple records in one go instead of entering them one by one.