Form creation and management

This topic provides an overview of tasks, use cases, and API endpoints for creating and managing W-series forms, such as W-9, W-4, and W-8.


Task	Use case	Endpoint/Parameter	API Document	Requirement
Create W-9, W-4, or W-8 form	Initiate form entry and storage	`POST /w9/forms`	CreateW9Form	Required
Request an updated form via email	Email a secure link to a recipient for form completion	`POST /w9/forms/{id}/$send-email`	SendW9FormEmail	Conditional
Request a new form via email	Create a new form and email a secure link to a recipient for form completion	`POST /w9/forms/$create-and-send-email`	SendW9FormEmail	Conditional
Update an existing form	Support manual updates before signature/submission	`PUT /w9/forms/{id}`	UpdateW9Form	Suggested
Retrieve a specific form	Return all metadata for an individual W-series form	`GET /w9/forms/{id}`	GetW9Form	Suggested
List forms	Retrieve form list using filters (company, dates, status, and so on)	`GET /w9/forms`	ListW9Forms	Suggested
Filter TIN match failures	Find W-9s where TIN matching failed	`GET /w9/forms?$filter=tinMatchStatus=failed`	ListW9Forms	Suggested
Upload or replace form PDF	Add a signed version of a form (if not using the UI flow)	`POST /w9/forms/{id}/attachment`	UploadW9Files	Suggested