Automate W-9, Request for Taxpayer Identification Number and Certification using AI

Stop typing manually. Upload your data and get a filled W-9, Request for Taxpayer Identification Number and Certification in under 1 minute with 100% precision.

W-9, Request for Taxpayer Identification Number and Certification

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How It Works

Fill W-9, Request for Taxpayer Identification Number and Certification in 4 simple steps

Upload Your Data

Upload your information in any format - text, Excel, image, PDF, or Word doc. Fyllyo AI will understand it.

Select W-9, Request for Taxpayer Identification Number and Certification

Choose from our library of common PDFs or upload your own custom form.

Press Fill

Our AI automatically organizes, formats, and fills the PDF with 100% precision.

Download & Submit

Get your filled PDF in less than a minute. Review and submit with confidence.

See It In Action

Need custom automation? Contact us

Why Use Fyllyo?

Save time, reduce errors, and fill forms with confidence

Smart AI Organization

Upload your data in any format. Our AI automatically understands, organizes, and formats it to match the PDF fields perfectly.

100% Precision

No manual editing needed afterwards. Our AI ensures every field is filled correctly the first time, so you can submit with confidence.

Under 1 Minute

What takes hours manually takes less than a minute with Fyllyo. Upload, click fill, and download your completed form.

Secure & Private

Your data is encrypted at all times and securely stored. Delete your data permanently after use - you have full control.

Form Details

Official Form

Official information about W-9, Request for Taxpayer Identification Number and Certification

Issued By

IRS

View Official Form

User Guide

Everything you need to know to fill W-9, Request for Taxpayer Identification Number and Certification with Fyllyo

Gather Your W-9 Details

Collect your legal name (as shown on your tax return), business/disregarded entity name (if any), federal tax classification (e.g., Individual/sole proprietor, C-corp, S-corp, Partnership, LLC), address, and your TIN (SSN or EIN). If you claim exemptions from backup withholding or FATCA, have those codes ready. This prep helps you finish in minutes with no guesswork.

Upload to Fyllyo (any format: Excel, Word, PDF, images, text)

Drop in previous W-9s, IRS notices, screenshots, or notes. Fyllyo’s AI reads and structures names, addresses, tax classification, and TIN from messy files so you avoid manual typing and copy-paste errors.

Select “Form W-9, Request for TIN and Certification”

From Fyllyo’s library, choose W-9. You’ll get guided prompts for name vs. business name, the correct federal tax classification (including LLC specifics), exemptions, and the proper address for information returns.

AI Mapping: We place every detail on the right line

Fyllyo maps your legal name to Line 1, business/disregarded entity name to Line 2, applies the correct single tax classification box (and LLC subtype), and formats your address. Your SSN/EIN is positioned correctly and masked in previews.

Review & Auto-Validation

Fyllyo checks for missing fields, validates TIN and address formats, enforces one tax classification, and runs cross-field logic (e.g., classification vs. exemption codes). We also highlight foreign status indicators and required documentation when applicable.

e-Sign and Download Your Fillable PDF

Sign electronically to certify accuracy and export a clean, ready-to-send W-9. You’ll also get a quick checklist to share safely (avoid email when possible) and keep a secure copy for your records.

Save Your Profile for Next Time (optional)

Store your W-9 profile securely in Fyllyo. When your details change (address, classification, new EIN), update once—future W-9s auto-fill in seconds and stay consistent across requesters.

💡 Fyllyo Tip

Our AI can read data from multiple sources - whether it's a text file, Excel spreadsheet, scanned document, or even a photo. Just upload your information in the most convenient format for you, and Fyllyo will handle the rest.

Compliance & Best Practices

Common issues when filling W-9, Request for Taxpayer Identification Number and Certification and how Fyllyo prevents them

Name–TIN Mismatch

If the legal name on Line 1 doesn’t match the IRS name associated with the SSN/EIN, payers may get “B-Notices” and withhold backup tax from your payments. Mismatches also delay 1099 reporting.

How Fyllyo Helps

Fyllyo separates “legal name” from “business/disregarded entity name,” validates TIN format, and flags likely mismatches early with clear guidance to align the name shown on your tax return.

Wrong or Multiple Federal Tax Classifications

Checking more than one box or choosing a classification that doesn’t fit your structure (common with LLCs) leads to invalid W-9s and re-requests from payers.

How Fyllyo Helps

Fyllyo enforces a single selection and explains LLC choices (single-member, Partnership “P”, C, or S). We reconcile your selection with your TIN type and other fields to prevent conflicts.

Incomplete or Outdated Address

Missing unit numbers or outdated addresses cause 1099s to go to the wrong place, risking missed tax documents and scramble at year-end.

How Fyllyo Helps

Fyllyo validates address completeness (street, unit, city, state, ZIP) and prompts you to update stored profiles so every new W-9 reflects your current address.

Improper Exemption Claims

Claiming backup-withholding or FATCA exemptions without meeting criteria can cause compliance issues and payer follow-ups.

How Fyllyo Helps

Fyllyo asks simple questions to determine if exemptions apply, shows examples, and ensures any code you enter is consistent with your classification and status.

Foreign Status Not Disclosed

Entities with foreign ownership or connections sometimes forget required disclosures, which can trigger FATCA/withholding questions or requests for different forms (e.g., W-8 series).

How Fyllyo Helps

Fyllyo detects foreign indicators, prompts for proper disclosure, and alerts you if a W-8 form may be required instead of W-9.

Unsigned or Undated Certification

A W-9 without a signature and date isn’t valid. Payers can’t rely on it and may apply backup withholding until they get a signed form.

How Fyllyo Helps

Fyllyo requires e-signature and a valid date before download. We also warn if too much time has passed and a refreshed signature is advisable.

Using an Out-of-Date Form

Submitting an old W-9 version can prompt payers to request a new one, slowing onboarding and payments.

How Fyllyo Helps

Fyllyo always uses the latest IRS W-9 and highlights version info on the finished PDF so requesters know it’s current.

Not Updating After Changes

Name, address, classification, or TIN changes require a new W-9. Failing to resend can lead to reporting errors or backup withholding.

How Fyllyo Helps

Fyllyo tracks profile changes and nudges you to regenerate and share an updated W-9, keeping requesters in sync and preventing withholding surprises.

Cross-Field Inconsistencies

Details that don’t line up—like claiming an LLC classification but providing an SSN for an entity EIN field—create confusion and rejections.

How Fyllyo Helps

Fyllyo performs cross-checks between name lines, classification, TIN type, exemptions, and address blocks, flagging inconsistencies with step-by-step fixes.

✨ Automated Validation

Fyllyo automatically validates all entries before generating your filled PDF, ensuring 100% accuracy and compliance with form requirements.

Ready to Automate W-9, Request for Taxpayer Identification Number and Certification?

Join thousands of users who save hours on form filling with Fyllyo's AI-powered automation.

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