Form W9

A W-9 form is an official Internal Revenue Service (IRS) tax document used in the United States. The primary purpose of the W-9 form is to request the taxpayer identification number (TIN) or Social Security Number (SSN) of a person or business entity.

API Upload

The type parameter is w9_forms for the upload endpoint.

Field Descriptions:

The model automatically detects data such as:

Session Name	Field Name	Data Type	Description
Basic Information	Name	String	Name of the entity or individual.
Basic Information	Business Name	String	Business or organization name, if applicable.
Basic Information	Exempt Payee Code	String	Code indicating exempt status, if applicable.
Basic Information	FATCA Code	String	FATCA (Foreign Account Tax Compliance Act) code, if applicable.
Basic Information	Address	String	Address of the entity or individual.
Basic Information	Address Details	String	Additional details about the address.
Basic Information	Account Details	String	Details related to the account, if applicable.
Basic Information	Requester’s Name	String	Name of the requester or company.
Basic Information	Requester’s Address	String	Address of the requester or company.
Basic Information	W9 Version	String	Version of the W9 form used.
Tax Classification	Individual/Sole Proprietor	Boolean	Indicates if the entity is an individual or sole proprietor.
Tax Classification	C Corporation	Boolean	Indicates if the entity is a C Corporation.
Tax Classification	S Corporation	Boolean	Indicates if the entity is an S Corporation.
Tax Classification	Partnership	Boolean	Indicates if the entity is a partnership.
Tax Classification	Trust/Estate	Boolean	Indicates if the entity is a trust or estate.
Tax Classification	Limited Liability company	Boolean	Indicates if the entity is a limited liability company.
Tax Classification	Limited Liability company details	String	Details about the limited liability company, if applicable.
Tax Classification	Other	Boolean	Indicates if the entity falls into an "Other" category.
Tax Classification	Other Details	String	Details related to the "Other" category, if applicable.
Taxpayer Identification Information	Social Security Number	String	Social Security Number (SSN) of the entity or individual.
Taxpayer Identification Information	Employer Identification Number	String	Employer Identification Number (EIN), if applicable.
Certification	Signature	Boolean	Indicates if the form is signed.
Certification	Date	String	Date when the form was signed.
Error	Error Message	String	Error message, if any.

Version

1.0.0

Sample

Sample JSON Output

{
    "data": {
            "Basic Information": {
                "Name": {
                    "value": "",
                    "position": [],
                    "confidence": 1.0,
                    "review_required": false
                },
                "Business Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Exempt Payee Code": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "FATCA Code": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Address": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Address Details": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Account Details": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Requester\u2019s Name": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Requester\u2019s Address": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "W9 Version": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Tax Classification": {
                "Individual/Sole Proprietor": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "C Corporation": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "S Corporation": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Partnership": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Trust/Estate": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Limited Liability company": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Limited Liability company details": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Other": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Other Details": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Taxpayer Identification Information": {
                "Social Security Number": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Employer Identification Number": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Certification": {
                "Signature": {
                    "value": false,
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                },
                "Date": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            },
            "Error": {
                "Error Message": {
                    "value": "",
                    "position": [],
                    "confidence": 0,
                    "review_required": true
                }
            }
        }
    }