The W9 Form, also called the Request for Taxpayer Identification Number and Certification, is a key document for tax reporting in the US. Our system can pull structured data from W9 forms whether they are PDFs or scanned images.
We can extract these main parts:
- Name (person or business)
- Business name (if different from personal name)
- Federal tax classification
- Address, city, state, and ZIP code
- Social Security Number (SSN) or Employer Identification Number (EIN)
- Signature and date
This is really useful for:
- Managing contractors and vendors
- Tax reporting and following rules
- Accounts payable processes
- Automating data entry for financial systems
By pulling data from W9 forms, you can make it easier to bring on new contractors and vendors, make sure tax reporting is accurate, and easily add this information to your financial and accounting systems.