How to Fill a W9 Form using and Zapier Integration

The W9 form is a tax form used in the United States by businesses or organizations that need to request information from a person or entity (such as an independent contractor or freelancer) they are paying for services rendered. The form requests information such as the person’s name, address, taxpayer identification number (TIN), and whether they are subject to backup withholding.

The purpose of the form is to provide the business or organization with the information they need to accurately report the payments to the Internal Revenue Service (IRS) and issue the appropriate tax forms at year-end (such as the 1099-MISC form for non-employees who received payments of $600 or more during the year). The person or entity who receives the form (the payee) must complete and return it to the business or organization requesting it, typically before any payments are made.

In this step-by-step tutorial below, you will find out how to fill PDF W9 form using and Zapier no-code integration.

Fill a W9 Form using and Zapier – Step-by-Step-Guide

  1. Make a Zap
  2. Click App
  3. Select PDF Filler
  4. Connect Account
  5. PDF Filler Configuration
  6. Test And Review
  7. Test Result
  8. Filled PDF Form
  9. Fill a W9 Form – Video

In this tutorial, we will show you how to fill a W9 Form using and Zapier. Here is the sample document that we used.

Sample Source File
Sample Source File

Step 1: Make a Zap

First, click on the Make a Zap button to create a zap.

Step 2: Click App

Next,  click the app for the App Event. App

Step 3: Select PDF Filler

Under the app, choose the PDF Filler to fill out the form fields of the document.
Select PDF Filler

Step 4: Connect PDF.Co Account

Then, you will connect the account to perform the zap.
Connect Account

Step 5: PDF Filler Configuration

Let’s set up the configuration of the PDF Filler module.

  • Under the Source PDF fields, input the link of the document where the file is located.
  • For the Fillable fields, enter the page number, name of the field, and the value. You can use the Get PDF Info tool to get the field names in a PDF form. Configuration

Step 6: Test and Review

Now, let’s do the Test and Review to make sure that there are no errors in our setup.
Test And Review

Step 7: Test Result

Great! processed our request successfully. You can use the URL to view the output.

Test Result

Step 8: Filled PDF Form

Here’s the W9 Form that we filled using and Zapier.

Output Of the Source File
Output Of the Source File

In this tutorial, you learned how to fill a W9 Form using and Zapier. You also learned how to use the Get PDF Info to fill out the fillable fields.

Fill a W9 Form – Video