Extract IRS Form W-9 Extractor Data — Tax Season Ready
Tax preparation requires processing hundreds of documents per client. Manual data entry increases errors and delays filings.
Common Pain Points
- Data entry errors lead to amended returns
- Missed deductions cost clients money
- Filing delays trigger penalties
- Audit risk from inconsistent documentation
What This Template Does
AI-powered extraction using gemini-2.5-flash. Part of 113 production-ready templates.
Capabilities
- Tax Extraction
- W9 Processing
- Vendor Onboarding
- W9
- Irs
Output Schema
{
"$schema": "http://json-schema.org/draft-07/schema#",
"title": "IRS Form W-9 Extraction Schema",
"description": "JSON Schema for extracted IRS Form W-9 (Request for Taxpayer Identification Number and Certification) data",
"type": "object",
"required": [
"document_type",
"taxpayer_info",
"tin",
"validation"
],
"properties": {
"document_type": {
"type": "string",
"const": "w9",
"description": "Document type identifier"
},
"form_revision
...Quick Start
See It In Action
Real extraction example showing input document and structured output.
Form W-9 (Rev. March 2024) Request for Taxpayer Identification Number and Certification Department of the Treasury Internal Revenue Service 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. SARAH J ANDERSON 2 Business name/disregarded entity name, if different from above ANDERSON CONSULTING SERVICES 3 Check appropriate box for federal tax classification of the person whose
{
"document_type": "w9",
"form_revision_date": "Rev. March 2024",
"taxpayer_info": {
"name": "SARAH J ANDERSON",
"business_name": "ANDERSON CONSULTING SERVICES",
"tax_classification": {
"type": "individual",
"llc_tax_classification": "",
"other_description": ""
},
"exempt_payee_code": "",
"fatca_exemption_code": ""
},
"address": {
"street": "4521 MAPLE RIDGE DRIVE",
"city": "DENVER",
"state": "CO",
"zip": "80210",
"requester_name_address": "MOUNTAIN VIEW TECHNOLOGIES LLC, 1000 TECH CENTER DRIVE, BOULDER, CO 80301"
},
"account_numbers": "VENDOR-2024-00892",
"tin": {
"type": "SSN",
"number": "XXX-XX-9012",
"last_4": "9012",
"format_valid": true
},
"certification": {
"signed": true,
"signature_date": "2024-02-15",
"backup_withholding_exempt": false,
"certifications": [
"TIN is correct",
"Not subject to backup withholding",
"US citizen or resident alien",
"FATCA codes are correct"
]
},
"validation": {
"name_present": true,
"tin_present": true,
"classification_selected": true,
"signature_present": true,
"date_present": true,
"form_complete": true
}
}Example demonstrating extraction of tax identification and payee information from Form W-9. Captures name, address, SSN/EIN, and exemption status for contractor payments documentation.
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Frequently Asked Questions
What documents can IRS Form W-9 Extractor process?
The IRS Form W-9 Extractor template processes tax documents including various formats and layouts. See the instructions for specific document types supported.
How accurate is the IRS Form W-9 Extractor extraction?
The IRS Form W-9 Extractor template uses Gemini 2.5 Flash for high-accuracy extraction. Results include confidence scores for each field.
Can I customize the IRS Form W-9 Extractor template?
Yes, you can modify the extraction schema, add custom fields, or adjust the instructions to match your specific requirements.
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Process your first document in under 5 minutes. No credit card required.