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Create a Form W-9

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The following is an example of creating a Form W-9. Read the full Form W-9 reference here.


Generating a Form W-9

To create a Form W-9 directly from our API you'll need information about the Payee, form fields values, and optionally information about the Payer.

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tin or tinFingerprint ?

For both the Payer and Payee we allow you to pass either the plain text tin or a previously created tinFingerprint.

curl \
  --request POST \
  --url https://sandbox-api.withabound.com/v4/documents/w-9 \
  --header 'accept: application/json' \
  --header 'content-type: application/json' \
  --data '{
    "payer": {
      "name": "Hooli",
      "tin": "111111111",
      "address": "1401 N Shoreline Blvd",
      "address2": "Suite 1",
      "city": "Mountain View",
      "state": "CA",
      "postalCode": "94043",
      "country": "US",
      "phoneNumber": "6501014096"
    },
    "payee": {
      "name": "Ada Lovelace",
      "tin": 000000000", 
      "address": "256 Byron Street",
      "address2": "Suite 32",
      "city": "Palo Alto",
      "state": "CA",
      "postalCode": "94306",
      "country": "US"
     },
    "formFields": {
      "taxClassification": "SOLE_PROPRIETOR",
      "accountNumbers": [
        "1234567890",
        "1234567891"
       ],
      "certifiedAt": "2023-01-01T00:00:00.000Z"
    }
  }'

Response

The response will contain a unique documentId, the createdAt timestamp and a url to the generated pdf.

{
  "id": "documentId_sampleVppNzzIbQT",
  "createdAt": "2023-01-01T00:00:00.000Z",
  "url": "https://tax-documents-sandbox.s3.us-west-2.amazonaws.com/documents/FORM-W-9.pdf",
  "payer": {
    "name": "Hooli",
    "tin": "*******11",
    "address": "1401 N Shoreline Blvd",
    "address2": "Suite 1",
    "city": "Mountain View",
    "state": "CA",
    "postalCode": "94043",
    "country": "US",
    "phoneNumber": "6501014096",
    "tinType": "BUSINESS",
    "tinFingerprint": "tinFingerprint_sample847jI1LwxF",
    "tinVerificationId": "tinVerificationId_sample1b0E6efa89",
    "tinVerificationStatus": "MATCH",
  },
  "payee": {
    "name": "Ada Lovelace",
    "tin": "*******00",
    "address": "256 Byron Street",
    "address2": "Suite 32",
    "city": "Palo Alto",
    "state": "CA",
    "postalCode": "94306",
    "country": "US",
    "tinType": "INDIVIDUAL",
    "tinFingerprint": "tinFingerprint_samplehy2BWO6JJG",
    "tinVerificationId": "tinVerificationId_sample41SD71AV8f",
    "tinVerificationStatus": "MATCH",
  },
  "formFields": {
    "taxClassification": "SOLE_PROPRIETOR",
    "accountNumbers": [
      "1234567890",
      "1234567891"
    ],
    "certifiedAt": "2023-01-01T00:00:00.000Z"
  }
}

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Automatic Tin Verification

It's important to note that if the combination of the Payee's or Payer's name and tin has not been seen before on the Abound platform, a Tin Verification will automatically be created. In the event that a new Tin Verification was created, a tinVerificationId will be returned in the response nested in the payee and/or the payer object(s).

Updated 6 months ago