# Form creation and management

Source: https://developer.avalara.com/products/avalara-1099-and-w9/integration-guides/1099-and-w-9/odn1268798762408/

Guide: 1099 & W-9

# Form creation and management

Learn about tasks, use cases, and endpoints for creating and managing forms.

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](https://developer.avalara.com/1099-and-w-9/nao0629738356532/)

Initiate form entry and storage

`POST /w9/forms`

[CreateW9Form](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/CreateW9Form/)

Required

[Request an updated form via email](https://developer.avalara.com/1099-and-w-9/zab3886771238260/)

Email a secure link to a recipient for form completion

`POST /w9/forms/{id}/$send-email`

[SendW9FormEmail](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/SendW9FormEmail/)

Conditional

[Request a new form via email](https://developer.avalara.com/1099-and-w-9/zab3886771238260/)

Create a new form and email a secure link to a recipient for form completion

`POST /w9/forms/$create-and-send-email`

[SendW9FormEmail](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/SendW9FormEmail/)

Conditional

Update an existing form

Support manual updates before signature/submission

`PUT /w9/forms/{id}`

[UpdateW9Form](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/UpdateW9Form/)

Suggested

[Retrieve a specific form](https://developer.avalara.com/1099-and-w-9/odx2689344341705/)

Return all metadata for an individual W-series form

`GET /w9/forms/{id}`

[GetW9Form](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/GetW9Form/)

Suggested

[List forms](https://developer.avalara.com/1099-and-w-9/uzm7369218700190/)

Retrieve form list using filters (company, dates, status, and so on)

`GET /w9/forms`

[ListW9Forms](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/ListW9Forms/)

Suggested

[Filter TIN match failures](https://developer.avalara.com/1099-and-w-9/uzm7369218700190/)

Find W-9s where TIN matching failed

`GET /w9/forms?$filter=tinMatchStatus=failed`

[ListW9Forms](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/ListW9Forms/)

Suggested

[Upload or replace form PDF](https://developer.avalara.com/1099-and-w-9/gtx4298092562168/)

Add a signed version of a form (if not using the UI flow)

`POST /w9/forms/{id}/attachment`

[UploadW9Files](https://developer.avalara.com/api-reference/avalara1099/avalara1099/methods/Forms%20W9/UploadW9Files/)

Suggested