Send or resend from a W-9 existing form

Endpoint:POST /w9/forms/{id}/$send-email

Use case:

Use this endpoint to send or resend an email to a vendor or payee, prompting them to complete and sign a W-9, W-4, or W-8 form online. This is most commonly used when:

A vendor hasn’t yet submitted their form
You want to remind them to complete it
A change or correction is needed in their tax information

The email contains a secure link for the recipient to fill out and digitally sign the form, streamlining the data collection process.

Supported form types

This endpoint supports the following forms:

W-9 - U.S. taxpayer information form
W-4 - Employee’s withholding certificate
W-8BEN, W-8BEN-E, W-8IMY - Foreign individual/entity tax documentation

There’s no need to specify the type again in the request. The form type is determined by the form record identified by{id}.

Sample request

POST /w9/forms/92144913/$send-email

No request body is needed. The API uses the email on file for the form.

Successful response

{
    "type": "W9",
    "name": "Jane Smith",
    "businessName": null,
    "businessClassification": "",
    "businessOther": null,
    "foreignPartnerOwnerOrBeneficiary": false,
    "exemptPayeeCode": null,
    "exemptFatcaCode": null,
    "foreignCountryIndicator": false,
    "address": "",
    "foreignAddress": null,
    "city": null,
    "state": null,
    "zip": null,
    "accountNumber": null,
    "tinType": "",
    "tin": "",
    "backupWithholding": false,
    "is1099able": false,
    "tinMatchStatus": {
        "time": null,
        "status": "Pending",
        "irsResponse": null
    },
    "id": "92144913",
    "entryStatus": {
        "status": "requested",
        "time": "2025-09-01T19:49:47.227651"
    },
    "referenceId": null,
    "companyId": "53106517",
    "displayName": "Jane Smith",
    "email": "jane.smith@vendor.com",
    "archived": false,
    "ancestorId": "0",
    "signature": null,
    "signedDate": null,
    "eDeliveryConsentedAt": null,
    "createdAt": "2025-09-01T19:48:15.876045",
    "updatedAt": "2025-09-01T19:49:47.227652"
}

Prerequisites and validation rules

The form with the givenid must exist.
The form must include a validemail field.
If the form has already been completed, resending is still allowed but doesn’t overwrite previous signatures.

Sample error response (400 Bad Request)

{
    "title": "One or more validation errors occurred.",
    "errors": [
        {
            "type": "email",
            "detail": "Vendor email is required but was not specified."
        }
    ]
}