fyllyoThe LLC’s name on the owner’s line
Every document a single-owner business sends carries the LLC’s name. Software often puts that name on line 1, though the form says that for a disregarded entity line 1 is the owner’s name and line 2 the entity’s.
TAX FORMS · IRS · BUILT IN
Fill Form W-9 with AIRequest for Taxpayer Identification Number and Certification
Add the payee’s intake notes, the requester’s letter and the business records. Fyllyo fills Form W-9 on your Mac and shows the lines behind each answer. Anything a rule keeps off the form is left for you.
Where AI form filling goes wrong on W-9
Form W-9 is one page, but the documents behind it name several parties: the business, its owner, the company asking for the form, and that company’s own address and order numbers. Software reading those papers has to keep each one in its place. These are the common places AI tools and autofill get it wrong. What the form requires is for the IRS to say. Follow its instructions. IRS official page for W-9.
“LLC” in the name, but not on line 3a
A certificate of formation says “limited liability company”, so software can mark the LLC box and guess a letter. The form says a disregarded entity ticks the box for its owner’s classification instead.
The requester’s address taken for the payee’s
A W-9 request letter carries the requester’s letterhead and return address, often above the payee’s own. Software can copy the first address it finds into the payee’s address lines.
An address that’s no longer current
Formation papers and older letters keep an old address for years. Software that reads them can fill an address the payee moved away from.
An exemption code on a sole proprietor’s form
Vendor sheets and old paperwork often carry an exempt payee code, and request letters list the codes for corporations. Software can copy a code onto a form for someone the form says the codes don’t apply to.
Order numbers in the account box
A request letter can list a purchase order, a quote reference and a vendor account number together. Software can put the wrong one in the account box.
How Fyllyo takes care of them
With a test client and six documents (intake notes, the requester’s letter, a certificate of formation, an address change, the owner’s email and a vendor sheet), Fyllyo filled 7 fields in 7 seconds. The taxpayer identification number is left for the preparer, because the test documents hold none.
- The LLC’s name on the owner’s line. Reads who owns the business for tax purposes. For a disregarded LLC it fills the owner’s name on line 1 and the LLC’s name on line 2.
- “LLC” in the name, but not on line 3a. Reads the stated tax treatment, not the legal form. In the test it ticked the individual/sole proprietor box and left the LLC box and letter empty.
- The requester’s address taken for the payee’s. Fills the payee’s mailing address on lines 5 and 6 and the requester’s name and address in the requester box, never one for the other.
- An address that’s no longer current. Uses the current mailing address from the intake or an address-change record, not a superseded one.
- An exemption code on a sole proprietor’s form. Fills an exemption code only when line 1 is an entity and the code belongs to it. In the test, the old code on the vendor sheet stayed off.
- Order numbers in the account box. Fills only the account number the requester asked to see on the form, and checks it sits next to an account-number label in the documents.
How much of a W-9 does Fyllyo fill?
Fyllyo can fill all 23 fields on W-9 from the client’s documents. Lines the documents don’t support stay blank and are listed for you to check.
You confirm on every form
- Taxpayer's name
- Taxpayer's SSN
- Taxpayer's EIN
What do you give Fyllyo?
Fyllyo reads the documents you already have. These can be PDFs, scans, photos, Word files or typed notes, and you can add several at once. Fyllyo works out which document answers which line.
Client data stays on your Mac
Client documents and the filled form never leave your computer. Fyllyo uploads nothing. Once it is set up, filling works offline.
What Fyllyo doesn’t do
Fyllyo doesn’t decide what to file, give legal or tax advice, or submit W-9 for you. Use the IRS’s official page for W-9 and your professional judgement. Fyllyo does the reading and the typing.
Which edition of W-9 does Fyllyo fill?
The built-in W-9 is the Rev. March 2024 edition. For a different edition, add that fillable PDF as your own form. You set it up once, then fill it like this one. Set up that fillable PDF as your own form →
What if a document is a scan or a photo?
Fyllyo reads scans and photos as well as PDFs, Word files and typed notes. Clear, readable copies give the best results, and every answer on W-9 still shows the line it came from.
Fill your next W-9 on your Mac
Try form filling free for 5 days. Then buy Fyllyo Paid once for $99. It is a lifetime licence with free updates and no subscription. Filling forms on your Mac uses no AI credits. Pricing and licence details.