How do I set up the TaxBandits–Zapier integration?

To set up the TaxBandits–Zapier integration, you will need both a TaxBandits account and a Zapier account. Once these accounts are active, follow the steps below to build automated workflows called “Zaps”. 

Here is an example of setting up a Zap for W-9/W-8 automation:

Step 1: Set Up the Trigger App

• Log in to your Zapier account and click on Create Zap.

• Search for your preferred vendor management app (e.g., QuickBooks, Xero, Google Sheets, etc.) and select it as the Trigger App.

• Connect your app account to Zapier by following the prompts.

Step 2: Configure the Trigger

• Choose the trigger event based on your needs:

  • For example, in QuickBooks or Xero, select “New Vendor Added”.

  • If you’re using Google Sheets, choose “New Row in Google Sheets” to trigger when vendor data is entered.

• Test the connection by selecting a sample vendor and checking if the connection is successful.

Step 3: Set Up the Action in TaxBandits

• After setting up the Trigger, select TaxBandits as the Action App.

• Choose the action event “Send W-9/W-8 Request” to automate sending the W-9/W-8 request to vendors.

• Provide the corresponding business and vendor details to ensure the form is sent correctly.

Step 4: Test and Activate

• Test the Zap by adding a new vendor to your accounting software (QuickBooks, Xero, etc.). Ensure that the W-9/W-8 request is automatically triggered and sent to the vendor's email.

• Once the test is successful, activate the Zap to start automating the workflow.

Once your automation rules are configured, Zapier continuously runs these workflows in real time. This eliminates repetitive manual steps and ensures your vendor onboarding, tax information collection, and compliance processes remain accurate, up-to-date, and fully streamlined.