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The Form W-9, Request for Taxpayer Identification Number and Certification skill extracts data from Forms W-9, which are documents that are used to request the Taxpayer Identification Numbers of a US citizen (as well as of non-citizen tax residents) and confirm tax exemption applications. This form helps organizations obtain important payment recipient information required by the US Internal Revenue Service (IRS). This skill has been configured to process Forms W-9 dated December 1999 and later. The Form W-9, Request for Taxpayer Identification Number and Certification skill is a preview skill. It has been trained on a limited set of documents and is designed to help you quickly get started with processing Forms W-9. For production use, you may need to uptrain the skill with your own document samples. This skill recognizes handwritten text. The option is enabled by default. If you do not import handwritten forms, disable the Handwritten option in the skill settings.

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Countries and Languages

CountriesLanguages
USAEnglish

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Basic Information

FieldDescription
NameThe name of the taxpayer.
Business NameThe organization name (if not the same as the Name field).

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Federal Tax Classification

FieldDescription
Federal Tax ClassificationThe federal tax classification. The value of the field can be one of the following (marked): Individual/Sole Proprietor or Single-member LLC, C Corporation, S Corporation, Partnership, Trust or Estate, Limited Liability Company (LLC), Other.
Tax ClassificationTax classification for LLC’s. Can have one of the following values: C Corporation, S Corporation, Partnership. This field is filled in if the value of Federal Tax Classification is Limited Liability Company.
Other Tax ClassificationTax type not present in the list. This field is filled in if the value of Federal Tax Classification is Other.

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Exemption Information

FieldDescription
Exempt Payee Code (If Any)Payment recipient’s Exempt payee code (if applicable).
Exemption from FATCA Reporting Code (If Any)FATCA reporting exemption code (if applicable).

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Address Information

FieldDescription
Address (Number, Street, and Apt. or Suite No.)The address of the taxpayer.
City, State, and ZIP CodeThe address of the taxpayer.

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Account and Contact Information

FieldDescription
List Account Number(s)A list of the taxpayer’s account numbers.
Requester’s Name and AddressThe name and address of the requester.

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Identification Numbers

FieldDescription
Social Security NumberEmployee Social Security Number (SSN) and Employer Identification Number (EIN). Only one field is filled in.
Employer Identification NumberEmployee Social Security Number (SSN) and Employer Identification Number (EIN). Only one field is filled in.

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Signature Information

FieldDescription
DateDate signed.

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Key Fields

  • Name
  • Business Name
  • Federal Tax Classification
  • Exempt payee code
  • Exemption from FATCA Reporting Code
  • Social Security Number
  • Employer Identification Number
  • Date

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Validation Rules

RuleDescription
Checkmark checkChecks that only one field from the Federal Tax Classification group is filled in. If none or more than one fields are filled in, displays an error message.
Format SSN and EINChecks the values of the Social Security Number and Employer Identification Number fields, standardizing them to the formats DDD-DD-DDDD and DD-DDDDDDD respectively.