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1099 / W-9 Contractor Collection
Collect signed W-9s, taxpayer IDs, and tax classifications from contractors so you have everything ready come 1099 season.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
W-9
6 fields filled
Legal Name
Tax Classification
TIN / SSN
Address
Certification Date
Exempt Payee Code
Every field this template collects. Without extraction your client copies all 9 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 3
- the rest is read for them
- AI fills
- 6
- extracted from the files
- On the form
- 9
- fields in total
Start with 1099 / W-9 Contractor Collection
Import the template and send your first request in minutes.