What is the purpose of the ‘Request W-9/W-8 by Email’ Action in Zapier?

The ‘Request W-9/W-8 by Email’ action in Zapier allows you to automate the process of requesting tax forms from vendors directly through TaxBandits. 

When this action is triggered from connected apps, TaxBandits automatically sends a secure email request to the vendor to complete their W-9/W-8 form online.

How this is helpful

• Ensures every new or updated vendor receives a W-9/W-8 request promptly

• Eliminates manual follow-ups and data entry during vendor onboarding

• Captures accurate vendor details directly from the source

• Improves compliance by ensuring required tax forms are collected on time

Once the vendor completes the form via the secure link, their information is instantly updated in TaxBandits, and the status can be synced back to your other business systems for complete visibility and workflow efficiency.

Click here to learn more about how this action works.