Convert W-9 Form to CSV

The W9 Form, also called the Request for Taxpayer Identification Number and Certification, is a key document for tax reporting in the US. Our system can pull structured data from W9 forms whether they are PDFs or scanned images.

We can extract these main parts:

• Name (person or business)
• Business name (if different from personal name)
• Federal tax classification
• Address, city, state, and ZIP code
• Social Security Number (SSN) or Employer Identification Number (EIN)
• Signature and date

This is really useful for:

• Managing contractors and vendors
• Tax reporting and following rules
• Accounts payable processes
• Automating data entry for financial systems

By pulling data from W9 forms, you can make it easier to bring on new contractors and vendors, make sure tax reporting is accurate, and easily add this information to your financial and accounting systems.

CSV (Comma-Separated Values) is a simple format for storing tabular data in plain text. Each row is a data record, and columns are separated by commas (or other delimiters).

Technical Details

CSV files represent data in a flat table structure. The first row typically contains column headers, and each subsequent row contains values. Fields containing commas, newlines, or quotes may be enclosed in double quotes.

Advantages

• Simple format that's easy to create and parse
• Universal support across spreadsheet applications
• Efficient storage for tabular data
• Human-readable and editable in text editors

Limitations

• No support for nested data structures
• No standardized way to represent data types
• Special characters may require escaping
• No built-in support for formulas or calculations