Create a Form W-9

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.

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
1curl \
2  --request POST \
3  --url https://sandbox-api.withabound.com/v4/documents/w-9 \
4  --header 'accept: application/json' \
5  --header 'content-type: application/json' \
6  --data '{
7    "payer": {
8      "name": "Hooli",
9      "tin": "111111111",
10      "address": "1401 N Shoreline Blvd",
11      "address2": "Suite 1",
12      "city": "Mountain View",
13      "state": "CA",
14      "postalCode": "94043",
15      "country": "US",
16      "phoneNumber": "+16501014096"
17    },
18    "payee": {
19      "name": "Ada Lovelace",
20      "tin": 000000000",
21      "address": "256 Byron Street",
22      "address2": "Suite 32",
23      "city": "Palo Alto",
24      "state": "CA",
25      "postalCode": "94306",
26      "country": "US"
27     },
28    "formFields": {
29      "taxClassification": "SOLE_PROPRIETOR",
30      "accountNumbers": [
31        "1234567890",
32        "1234567891"
33       ],
34      "certifiedAt": "2023-01-01T00:00:00.000Z"
35    }
36  }'

Response

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

JSON
1{
2  "id": "documentId_sampleVppNzzIbQT",
3  "createdAt": "2023-01-01T00:00:00.000Z",
4  "url": "https://tax-documents-sandbox.s3.us-west-2.amazonaws.com/documents/FORM-W-9.pdf",
5  "payer": {
6    "name": "Hooli",
7    "tin": "*******11",
8    "address": "1401 N Shoreline Blvd",
9    "address2": "Suite 1",
10    "city": "Mountain View",
11    "state": "CA",
12    "postalCode": "94043",
13    "country": "US",
14    "phoneNumber": "+16501014096",
15    "tinType": "BUSINESS",
16    "tinFingerprint": "tinFingerprint_sample847jI1LwxF",
17    "tinVerificationId": "tinVerificationId_sample1b0E6efa89",
18    "tinVerificationStatus": "MATCH"
19  },
20  "payee": {
21    "name": "Ada Lovelace",
22    "tin": "*******00",
23    "address": "256 Byron Street",
24    "address2": "Suite 32",
25    "city": "Palo Alto",
26    "state": "CA",
27    "postalCode": "94306",
28    "country": "US",
29    "tinType": "INDIVIDUAL",
30    "tinFingerprint": "tinFingerprint_samplehy2BWO6JJG",
31    "tinVerificationId": "tinVerificationId_sample41SD71AV8f",
32    "tinVerificationStatus": "MATCH"
33  },
34  "formFields": {
35    "taxClassification": "SOLE_PROPRIETOR",
36    "accountNumbers": ["1234567890", "1234567891"],
37    "certifiedAt": "2023-01-01T00:00:00.000Z"
38  }
39}

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).