How does W-9/W-8 automation work with the TaxBandits–Zapier Integration?

W-9/W-8 automation through the TaxBandits–Zapier Integration enables you to collect and manage vendor tax information without manual intervention. When connected with apps like QuickBooks, Xero, or Google Sheets, Zapier can automatically trigger TaxBandits to send W-9/W-8 form requests whenever a new vendor is added or existing vendor data is updated.

How W-9 Automation Works in TaxBandits

• Once the request is sent, vendors receive a secure link to complete and submit their forms online. 

• The submitted information is instantly captured in TaxBandits, and any status updates can be synced back to other systems in real time.

This automated process ensures accurate, timely, and compliant data collection while saving time and eliminating repetitive manual work in onboarding and vendor maintenance.