× Success! Thank You for Downloading Form 941 Excel Template from TaxBandits! Please check your email now! Stop Chasing TINs With Our Free W-9 Manager Streamline the way you request and track W-9/W-8 forms Request W-9 for Free See how to request W-9 Why Do We Offer Our W-9 Manager for Free? TaxBandits understands that with increasing demands on accounting firms, CPAs, Gig, gaming, and other onboarding platforms required compliance needs to be handled as efficiently and cost-effectively as possible. That’s why we offer free W-9 collection to streamline and reduce the cost of compliance. Our premium W-9 service provides the additional controls needed to preempt rework and risk. TaxBandits’ free W-9 offering will: Collect W-9 information from vendors, contractors, and payees Track completion status across all requests Protect taxpayer data in a secure, access-controlled system Without cost, our customers: Reduce the overhead cost of required tax recordkeeping Meet IRS collection requirements without manual workflows or operational disruption Improve protection of personally identifiable information (PII), reducing exposure to reputational, financial, and legal risk In addition to our free offering, TaxBandits’ premium W-9 service provides: Real-time TIN matching Detection of incomplete forms Identification of potentially fraudulent submissions Full audit visibility across all W-9 activity To ensure our customers mitigate both cost and risk, TaxBandits' premium W-9 service: Resolves issues at intake to avoid delays and rework during Form 1099 preparation Mitigates IRS enforcement actions and penalties by eliminating avoidable errors Demonstrates due diligence for every W-9 collected, validated, and resolved Makes compliance cost-effective by addressing risks before they become liabilities Request W-9 for Free Supported Forms Our W-9 Manager supports the key forms you need to collect from both US and non-US residents for tax reporting purposes. Form W-9 Collect taxpayer identification from U.S. individuals and businesses. Form W-8 BEN Verify foreign individual beneficial ownership for tax purposes. Form W-8 BEN-E Capture foreign entity details to meet IRS withholding requirements. Form W-8 ECI Certify foreign persons with income effectively connected to a U.S. trade or business. Form W-8 IMY Document intermediaries, such as foreign partnerships or trusts, for proper tax withholding. Form W-8 EXP Establish a foreign government, organization, or tax-exempt status to claim exemption from U.S. withholding. How the TaxBandits W-9 Manager Works Request W-9s In Just A Few Clicks Let Recipients Complete The Form Get Notified, Validate, And File 1099 and 1042-S Request W-9 for Free 3 Convenient Ways to Collect W-9/W-8 Send Email Requests Share Hosted Page Upload your Paper Forms Email Request: Invite, collect, and store forms with ease Email a secure URL directly to your vendors, contractors, and other recipients. TaxBandits allows you to customize the email with your business logo to ensure a branded experience. Let recipients complete the appropriate forms online and receive instant notifications when they submit. Validate, securely store, and access the forms in your TaxBandits account anytime with ease. Request W-9 for Free Hosted Page: A secure public URL that works everywhere Get a unique, shareable public URL you can embed on your website, include in emails, or share directly with recipients Download a QR code and make it easy for recipients to access your hosted page and complete forms on the go This method is ideal for self-service, allowing recipients to access and submit forms anytime without needing an email invitation. Request W-9 for Free Have paper forms already? Upload and let our AI do the rest Upload paper copies of completed W-9/W-8 forms to our software. Our AI-powered system automatically and accurately extracts the information and stores data securely. You can use the data for your 1099 filing needs, reducing manual errors. Request W-9 for Free Request W-9 for Free Instantly request W-9/W-8 forms using our Chrome extension Add the TaxBandits W-9 Manager extension to your Google Chrome browser and instantly send W-9/W-8 requests — no need to switch tabs or log in to TaxBandits. Download Extension Learn More Step-by-step instructions for vendors With clear instructions and a secure portal, your recipients always know where they stand—no confusion, no paperwork. Recipients can complete and e-sign their forms in just a few steps, from any device—no logins required. Learn More Seamless 1099/1042-S Filing Instant Notifications As soon as your recipients complete their W-9/W-8 forms, you’ll receive email notifications. TIN Matching Validate recipient TINs against IRS records to reduce errors and avoid CP2100 Notices. Seamless 1099/1042-S Filing Use the W-9/W-8 data you collected to easily e-file 1099 or 1042-S forms in just a few clicks. Automated Reminders Easily resend requests to vendors with incomplete or overdue forms—no more manual follow-ups. Request W-9 for Free Connect With The Tools You Already Use! Easily bring in existing recipient data by copying and pasting, uploading a CSV file, or connecting to QuickBooks, Xero, FreshBooks, or Zoho Books. Automate W-9 Process with TaxBandits API Integration Seamlessly integrate our developer-friendly API into your software or portal to take control of W-9 management and automate 1099 filing. Learn more Tools Built For Tax Professionals Manage everything from one place Track all W-9/W-8 requests and statuses from one centralized dashboard. Empower your clients Let your clients request W-9/W-8 forms directly from their recipients via a secure portal. Delegate to your team Invite your team and assign them roles. Align with your branding Customize the request emails and hosted page with your firm’s logo and colors. Request W-9 for Free Security You Can Trust SOC-2 Certified We adhere to robust industry security standards to maintain the highest level of trust. Data Encryption All data is encrypted both in transit and at rest, ensuring your information stays confidential. Secure Access Controls Multi-factor authentication (MFA) adds an extra layer of protection to user accounts. Regular Security Audits Continuous monitoring and assessments keep our defenses strong and up-to-date. Learn More Our Customer Reviews Trusted and loved by users like you. 4.9 rating of 52,784 reviews J Jay Polonsky I’m quite impressed, especially in comparison with other sites from the IRS list I reviewed as well. Well done. Thank you. J Jerry Morris The software is incredibly easy to use and made collecting W-9s from my contractors quick and hassle-free. I Igor Mandryka TaxBandits made managing W-9s, 1099 filing, and TIN Matching so simple and efficient. It’s a trustworthy solution for smooth and accurate tax compliance M Michael Morris Absolutely loved the TIN Matching service! Managing W-9s is now so much easier, and I no longer worry about rejections from incorrect TINs. See how TaxBandits helped businesses simplify and streamline their W-9 collection process. View More Reviews Frequently Asked Questions about Form W-9 What is Form W-9? Form W-9, Request for Taxpayer Identification Number and Certification, is an IRS form businesses use to obtain the Name, Address, and Taxpayer Identification Number (TIN) from contractors or vendors. The information obtained through W-9 forms is used to e-file 1099 forms, which report payments made to vendors or independent contractors. When should I request a W-9 online from a payee? You should request a Form W-9 from a payee at the time you first engage them to provide services or before making any payments. This ensures you have their correct taxpayer identification number (TIN), name, and tax classification on file for IRS reporting purposes. Obtaining the W-9 upfront helps you: Verify whether the payee is subject to IRS information reporting (e.g., issuance of Form 1099). Avoid backup withholding if the payee fails to provide a valid TIN. Ensure accurate and timely year-end tax filings. It’s best practice to request the W-9 during the onboarding or contracting stage, rather than waiting until tax reporting deadlines. What happens after I collect W-9/W-8 forms? The collected data is validated and securely stored in your dashboard. You can use it for year-end 1099 or 1042-S filings with just a few clicks. How long is it free to request W-9/W-8 forms? TaxBandits' W-9/W-8 collection is completely free—no limits, no time restrictions, and no credit card required. You can request and collect an unlimited number of forms at no cost. If the vendor doesn’t complete or respond to the W-9/W-8 request, can I resend the request? Yes! With Automated Reminders, incomplete or overdue W-9/W-8 requests are automatically resent to vendors—no manual follow-ups required. Can vendors complete the W-9/W-8 forms from a mobile device? Yes, they can securely access, complete, and e-sign forms from any device—mobile, tablet, or desktop—without needing to log in. More FAQs on Form W-9 Helpful Resources Medium Helpful resources about Form W-9 What is Form W-9? Form W-9 for LLC What is Backup withholding? Helpful Articles for Form W-9 Handling W-9 Forms: 5 Things You Should Know About Form W-9 Vs. W-8BEN: A Complete Guide to Collecting the Right Info from U.S. & Foreign Payees Understanding the Relationship Between Form W-9 and 1099: Essential Information Ready to Manage Your W-9/W-8 Forms Get Started Now X X How to Request Form W-9 via Email using TaxBandits Get started by adding payers Add your payer details to start collecting W-9s from recipients—it’s quick and gets you ready to send out requests. Next Import recipients effortlessly Quickly add your recipients using flexible options—use our standard CSV template, copy and paste data, or import directly from your accounting software. Back Next Request W-9/W-8 via Email Send W-9/W-8 requests to all the vendors via a secure link at once. Each email includes a secure link for the vendor to complete and submit their form online. Back Next Let Vendors complete the Form Your vendor can select the appropriate form and complete it, and then electronically sign the W-9/W-8 form. — No login required. Back Next Validate TINs to improve accuracy Once your vendors complete and submit the W-9 request, TIN Matching will be initiated automatically if you’ve sufficient credits. Back Next Automate 1099 Filing Once the vendors submit the form, you can use the collected data to automate your year-end filing – saving time and reducing manual effort. Request Demo Start Over Get Started Now X How to Request Form W-9 via Hosted Page using TaxBandits Get started by adding payers Add your payer details to start collecting W-9s from recipients—it’s quick and gets you ready to send out requests. Next Create a hosted W-9 page in one click A secure hosted link is generated for your business. Share this URL with vendors to let them choose and complete their W-9/W-8 form. Back Next Customization options to elevate your brand Showcase your brand with every request. Customize the hosted page with your business name and logo to create a professional, trusted experience for your vendors. Back Next Let vendors submit the request Your vendor can select the appropriate form (W-9, W-8BEN, W-8BEN-E, or W-8ECI) and complete it — no login required. Back Next Verify TINs Before You File Once your vendors complete and submit the W-9 request, TIN Matching will be initiated automatically if you’ve sufficient credits. Back Next Automate Your 1099s Once the vendors submit the form, you can use the collected data to automate your year-end filing, saving time and reducing manual effort. Request Demo Start Over Get Started Now X How to Extract Vendors W-9 data via AI Extraction Get started by adding payers Add your payer details to start collecting W-9s from recipients—it’s quick and gets you ready to send out requests. Next Upload historical forms with ease Already have a completed W-9 or W-8 form? Simply select the form type and upload your scanned or digital copy—no manual data entry is required. Back Next Let AI do the work Our AI automatically extracts the required information from the uploaded form and maps it to the correct fields in the system. Back Next Automate 1099 Filing Once the vendors submit the form, you can use the collected data to automate your year-end filing – saving time and reducing manual effort. Request Demo Start Over Get Started Now