Create and send the W-9 form in one step

Endpoint:POST /w9/forms/$create-and-send-email

Use case:

Use this endpoint to create a new W-9, W-4, or W-8 form and immediately send an email to the vendor or payee, prompting them to complete and sign it online. This is the recommended method when:

You don’t yet have a form on file for a vendor
You’re onboarding a new vendor or employee and need their tax documentation
You want to minimize steps by creating the form and sending the request in one call

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

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

Sample request

POST /w9/forms/$create-and-send-email
Content-Type: application/json

{
  "type": "W9",
  "email": "jane.smith@vendor.com",
  "name": "Jane Smith",
  "companyId": "53106517"
}

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": "2025-09-01T19:48:16.309504"
    },
    "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": "2025-09-01T19:48:16.309504"
}

Prerequisites and validation rules

The payload must include the following required fields:
- type - one of"W9","W4","W8BEN","W8BENE","W8IMY"
- name - the vendor or employee’s full name
- email - a valid email address
- companyId - the associated company’s ID
The API automatically creates a new form draft before sending the email.
If an existing signed form already exists for the same vendor, use thePOST /w9/forms/{id}/$send-email endpoint instead. This will archive the previous version once the new one is completed.