AI-Powered W-9 Extraction

Turn Paper W-9s Into Filing-Ready Data
With Smart Extraction

Already collected W-9s on paper or as PDFs? Upload them in batches, and AI-powered extraction captures names, addresses, and TINs automatically. Review the results, then add recipients to your Address Book.

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  • AI reads paper and PDF W-9s
  • You review before you use

SMART EXTRACTION OVERVIEW

What Is Smart W-9 Extraction?

Smart Extraction uses AI to read the W-9s you’ve already collected and turn them into structured recipient data. Scan paper forms or upload PDFs, review the extracted details, and use them for 1099 filing without keying each one in.

USE CASES

Built for Teams Sitting on a Stack of W-9s

Whether the forms are in a filing cabinet or a shared drive, here’s how each team puts Smart Extraction to work.

Accounting Firms and CPAs

Multi-client intake

Accounting Firms and CPAs

Clients send W-9s in every format. Upload them in batches and review every vendor’s details in one place.

Businesses and Finance Teams

Year-end 1099 prep

Businesses and Finance Teams

Contractor W-9s pile up all year. Extract them once instead of typing each name, address, and TIN.

Payroll and Tax Service Providers

Multi-payer processing

Payroll and Tax Service Providers

Forms arrive for many payers at once. Extract the details and add recipients to each payer in bulk.

Accounts Payable Teams

Vendor onboarding

Accounts Payable Teams

New vendors send W-9s as scans. Pull their tax details into your records, or export them as CSV.

Accounts Payable Teams

Legacy W-9 backlog

Enterprises and Multi-Entity Organizations

Years of W-9s sit across entities. Process them in batches and organize clean records for tax reporting.

WHY IT MATTERS

Why Smart W-9 Extraction Matters for 1099 Filing

Retyping W-9s is slow, and a single typo in a TIN can follow you onto a filed return.

No manual data entry

No manual data entry

AI extracts names, addresses, and TINs from your W-9s, so nobody types them by hand.

Fewer keying errors

Fewer keying errors

Confidence scores show where the AI is less certain, so you check those fields first.

Faster than one by one

Faster than one by one

Process a whole batch of W-9s in a single session instead of form by form.

Costs shown upfront

Costs shown upfront

Preview eligible pages and estimated extraction costs before you proceed.

HOW IT WORKS

How Smart W-9 Extraction Works in TaxBandits

Four steps from a stack of W-9s to recipient records ready for filing.

AI does the reading. You do the final check. Review and correct every record before you use it.

FROM PDF TO RECIPIENT

Add Extracted W-9 Data to Your
Address Book

Once you’ve reviewed the extracted data, select a payer and add recipients to your Address Book individually or in bulk. Each recipient’s W-9 details stay available from their profile, so your tax information is organized and ready for 1099 reporting.

Add Extracted W-9 Data to Your Address Book
Validate Extracted TINs With IRS TIN Matching

VALIDATE BEFORE YOU FILE

Validate Extracted TINs With IRS
TIN Matching

Extraction captures what’s on the W-9, but a typo or an outdated form can still put the wrong name or TIN on your return. Run your extracted recipients through IRS TIN Matching to catch mismatches before you file, not after the IRS sends a notice.

COLLECT W-9S

Don’t Have W-9s Yet? Request Them Online

Smart Extraction is for forms you already have. For the rest, TaxBandits gives you
several ways to collect W-9s and bring your recipient data in.

Request W-9s online

For recipients who haven’t sent a form yet

Email or text request

Email or text request

Send recipients a secure request by email or text, and they complete their W-9 online.

Public collection link

Public collection link At scale

Embed one link on your website or onboarding flow to collect W-9s from many people at once.

W-9 API

W-9 API Automation

Automate W-9 collection inside your own platform, with no manual requests to send. Explore the API →

Bring in your recipient data

Import payers and recipients, then request W-9s

smart upload

CSV upload

Import your payer and recipient lists in one file, then request W-9s from them.

Copy and paste

Copy and paste

Paste recipient details straight from a spreadsheet. No file formatting needed.

Accounting integrations

Accounting integrations

Import payers and recipients from your books, then request W-9s.

  • QuickBooks
  • Xero
  • Zoho Books
  • FreshBooks

However your W-9s arrive, the next steps are the same: review the data,
match TINs, and file.

Frequently Asked Questions

Yes. Smart Extraction uses AI to read your W-9 documents and extract recipient details into structured fields. You review and correct the results before you use them.

Yes. Scan your paper W-9s to PDF and upload them. Smart Extraction supports PDF files only.

Yes. We recommend reviewing every record before you use it. Confidence scores show which fields to check first.

You can see the eligible page count and estimated extraction cost before you proceed.

Yes. You can upload multiple W-9 PDF documents in a single session and process them together.

Smart Extraction supports PDF files only. Password-protected PDFs and unsupported file formats cannot be processed.

Yes. Smart Extraction analyzes individual pages within uploaded PDFs and identifies pages containing W-9 information for extraction.

Yes. You can review mapped and unmapped fields, manually enter missing information, and correct extracted values. Saved changes remain available when you revisit the extracted data.

Yes. You can add recipients individually or in bulk by selecting the associated payer. The extracted W-9 information will be accessible through each recipient’s profile.

Stop Retyping W-9s. Start Filing.

Upload your W-9s, review the AI-extracted data, and add recipients to your Address Book.

  • AI extraction, human review
  • Estimated cost shown before extraction