W-9
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
This W-9 process enables users to fill out a Workflow Automation form with the required W-9 fields and generates them into a government W-9 PDF. This can stand alone or be incorporated into an existing process in your instance.
W-9 Workflow Automation form
Government W-9 form
You’ll also need a W-9 PDF template to upload to your process. Download it here.
Process app integration walkthrough
For more information, check out this comprehensive walkthrough video, which guides you through the seamless integration of our process app, a powerful tool designed to automate and simplify your W-9 and I-9 workflows.