# Create and send the W-9 form in 1 step

Source: https://developer.avalara.com/products/avalara-1099-and-w9/integration-guides/1099-and-w-9/zab3886771238260/

Guide: 1099 & W-9

# Create and send the W-9 form in 1 step

Learn how to create and send W-9, W-4, or W-8 forms in a single step using the API endpoint.

**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 are onboarding a new vendor or employee and need their tax documentation
-   You need to minimize the steps by creating the form and sending the request in 1 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 the `POST /w9/forms/{id}/$send-email` endpoint instead. This archives the previous version once the new one is completed.