Tax form collection? Solved.

When you're automating transactions with lots of vendors, such as independent contractors and gig workers, collection of tax information is a real hassle. At least, it used to be.

Routable's API now supports collection of W-9 Tax Forms for both business and personal US vendors. You can collect tax information using the same Invite a Company external workflow you use to collect payment methods, or you can create your own user interface and post the data via API. You can even upload tax form PDFs from your vendors to keep all of your vendor documentation in one place and avoid storing it in your system.

The Invite a Company workflow supports not only W-9 forms, but also W-8BEN forms for international personal Companies and W-8BEN-E forms for international business vendors. This functionality is coming soon to the Create company tax form endpoint as well.