Request an updated W-9 form from a vendor

When you need to collect or refresh a vendor’s tax information, the Avalara 1099 & W-9 API provides 2 ways to request an updated W-9 (and W-4 and W-8 forms):

Create and send in 1 step: Use POST /w9/forms/$create-and-send-email to create a new form record with minimal vendor information and immediately send an email invitation for the vendor to complete and sign it.
Send or resend from an existing form: Use POST /w9/forms/{id}/$send-email to generate a new draft based on an existing form and send an email request. Once you sign the new version, it becomes the active one, while the system archives the previous version.

Both methods ensure that the vendor receives a secure email with a link to fill out and sign the form electronically, streamlining the process for tax document collection.