BanditAI
Stop Chasing TINs With Our Free W-9 Manager
Streamline the way you request and track W-9/W-8 forms
Need to share your own W-9? Fill out, download, or securely share your W-9 for free.
The Bandit Commitment
Data Ingestion Starts With the Right Data
When W-9s are missing, outdated, or scattered across emails and folders, downstream issues follow: Failed validations, TIN mismatches, B-Notices (CP2100/CP2100A), and last-minute corrections.
That’s why data ingestion is one of the core pillars of The Bandit Commitment.
The TaxBandits W-9 Manager is offered at no cost as part of that commitment so you can capture certified recipient data early, centrally, and correctly.
Smarter Ways to Request, Collect, and Manage W-9/W-8 Forms
W-9 SmartCollect Link: A secure public URL to collect at scale
- Generate a single public URL to enable automated W-9/W-8 submission from multiple recipients.
- You can embed the URL on your website, include it in emails, or share it as a QR code with recipients.
- TaxBandits allows you to customize the form completion page to reflect your branding.
- This is ideal for onboarding vendors when you do not have contact details upfront.
Email/Text Request: Invite, collect, and store forms with ease
- Send a secure URL directly to your vendors, contractors, and other recipients via email or text message.
- TaxBandits allows you to customize the email with your branding.
- 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.
You can also send W-9/W-8 requests to your recipient using Bandit AI by just entering their name and email, making the process quick, effortless, and hassle-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.
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.
Manage W-9/W-8 on the go with our mobile app!
Our intuitive mobile app makes it simple to request, track, and manage W-9 /W-8 forms from your recipients anytime, anywhere.
Download the App 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.
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 MoreSmart validations for accuracy, compliance, and peace of mind
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TIN Matching
Verify recipient TINs instantly with the IRS to avoid CP2100/CP2100A notices and ensure accurate filings.
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USPS Address Validation
Catch address errors before they become filing issues.
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OFAC Screening
Ensure no entities or individuals appear on OFAC’s sanctions list with real-time screening.
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Exempt Organization Validation
Confirm whether a business or nonprofit is recognized by the IRS as tax-exempt under section 501(c)(3) or other applicable categories.
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GIIN Validation
Verify Global Intermediary Identification Numbers (GIINs) against the IRS FFI list to confirm FATCA compliance for foreign entities.
Beyond W-9/W-8 collection
Instant Notifications
As soon as your recipients complete their W-9/W-8 forms, you’ll receive email notifications.
Automated Reminders
Easily resend requests to vendors with incomplete or overdue forms—no more manual follow-ups.
Bulk W-9 Download
Easily download multiple completed W-9 PDFs in one consolidated ZIP file for quick access and easy sharing.
Smart Recipient Linking
If a recipient is associated with multiple businesses, you can link their details to the selected businesses to avoid multiple requests.
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.
World-Class Support
Our world-class support team, combined with a smart AI assistant, provides real-time solutions to all your W-9 questions, making the process seamless.
Trusted Partner for W-9 Management
Seamlessly import clients from Karbon with one click and simplify W-9 collection, validation, and ongoing compliance.
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.
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 from recipients via a secure portal—or upload existing forms and complete their own W-9s effortlessly.
Delegate to your team
Invite your team, assign roles, and seamlessly delegate W-9/W-8 tasks.
Align with your branding
Customize the request emails and W-9 SmartCollect Link with your firm’s logo and colors.
Security You Can Trust
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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.
Our Customer Reviews
Trusted and loved by users like you.
4.9 rating of 52,784 reviews
See how TaxBandits helped businesses simplify and streamline their W-9 collection process.
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.
Helpful resources about Form W-9
What is Form W-9?
Form W-9 for LLC
