Embed W-9 and W-8 forms in your application

Use the Avalara 1099 & W-9 embedded document collection component to collect W-9, W-8BEN, and W-8BEN-E forms on a webpage you control. Use your own reference ID, such as a vendor ID.

In a production implementation, your server creates a form_request object and passes it to client-side JavaScript to launch the embedded form experience.

This guide demonstrates the workflow using the API documentation to create a form_request and a sample HTML page to pass that object to the embedded component.

Note

This guide is intended for use in a sandbox environment. For production use, use the production API documentation and w9-example.html.

Prerequisites

This guide takes less than 15 minutes to complete once you have the following:

An Avalara 1099 & W-9 account

If you don’t have a subscription, contact Avalara sales.
An authorization token to access the APIs

Follow the Authenticate using Client ID and Client Secret section to generate the token.
Ability to modify the source code of a local HTML file

Note

We recommend testing in a sandbox environment. Forms submitted in production count toward your subscription usage.

Production requirements

To implement this workflow in a production environment, your application server must support the following capabilities:

Generate or retrieve a reference ID that uniquely identifies the current user, such as a vendor ID.
Make HTTPS JSON API requests to the Avalara 1099 & W-9 API.
Dynamically incorporate API responses into generated HTML or return them to client-side JavaScript.

Notice

A production implementation requires server-side code to create a form_request object and pass it to client-side JavaScript.

This guide demonstrates the process using the API documentation to create a form_request and a static HTML page to supply it to the embedded component.