Create a company

Endpoint:POST /w9/companies

Use case:

Use this endpoint to register a new company that will request W-9 forms. The system will return a companyid, which is required when creating or requesting W-9 forms.

Sample request payload

{
  "referenceId": "CPY-001",
  "groupName": "ACME Cooporation",
  "name": "ACME LLC",
  "dbaName": "ACME Services",
  "address": "1024 S Mangum St #200",
  "city": "Durham",
  "state": "NC",
  "foreignProvince": "NC",
  "zip": "27701",
  "countryCode": "US",
  "email": "accounts.payable@acme.com",
  "telephone": "1234567890",
  "tin": "123-00-0000",
  "doTinMatch": true,
  "resendRequests": true,
  "resendIntervalDays": 14,
  "maxReminderAttempts": 5
}

Sample response

{
    "id": "155706455",
    "createdAt": "2025-09-01T17:14:18.960558",
    "updatedAt": "2025-09-01T17:14:18.960558",
    "name": "ACME LLC",
    "dbaName": "ACME Services",
    "email": "accounts.payable@acme.com",
    "address": "1024 S Mangum St #200",
    "city": "Durham",
    "state": "NC",
    "zip": "27701",
    "telephone": "1234567890",
    "tin": "123-00-0000",
    "referenceId": "CMPY-001",
    "doTinMatch": true,
    "groupName": "ACME Cooporation",
    "foreignProvince": "NC",
    "countryCode": "US",
    "resendRequests": true,
    "resendIntervalDays": 14,
    "maxReminderAttempts": 5
}

Sample error response

{
    "title": "One or more validation errors occurred.",
    "errors": [
        {
            "type": "Name",
            "detail": "Name is required."
        },
        {
            "type": "Tin",
            "detail": "TIN is invalid."
        }
    ]
}{
    "title": "One or more validation errors occurred.",
    "errors": [
        {
            "type": "Name",
            "detail": "Name is required."
        },
        {
            "type": "Tin",
            "detail": "TIN is invalid."
        }
    ]
}

Table 1. Properties
Property name	Description	Type
`name`	Legal name of the company.	Required
`dbaName`	Optional "doing business as" name.	Optional
`referenceId`	Internal ID used for tracking.	Optional
`tin`	Company TIN (EIN or SSN).	Required
`telephone`	Primary phone number.	Required
`email`	company contact email.	Required
`address`,`city`,`state`,`zip`,`countryCode`	Mailing address.	Required
`foreignProvince`	Used for non-US addresses.	Optional
`doTinMatch`	If`true`, W-9 submissions for this company will automatically undergo TIN matching.	Optional
`resendRequests`	If`true`, the system will automatically resend email requests to vendors who haven’t completed the form.	Optional
`resendIntervalDays`	Number of days between resend attempts.	Optional
`maxReminderAttempts`	Maximum number of resend attempts.	Optional
`groupName`	Optional grouping label for organizing companies.	Optional

Note

The properties marked as "Required" are necessary for a company record to be considered valid for IRS and state filings, ensuring forms are accepted without rejection. However, the API will not reject aPOST request if only the minimally required fields for record creation are provided. Missing required-for-filing information can be added later through subsequent APIPUT calls or by updating the record manually in the web application.

Minimal payload to create a company via API

{
  "name": "ACME LLC",
  "address": "1024 S Mangum St #200",
  "city": "Durham",
  "state": "NC",
  "zip": "27701",
  "countryCode": "US",
  "email": "accounts.payable@acme.com",
  "telephone": "1234567890",
  "tin": "123-00-0000"
}