OCR for W-9 Forms

Extract and parse data from W-9 tax forms with AI-powered OCR software. Transform financial processes with automated W-9 processing.
Reduce your turnaround time by up to 70%
Enjoy up to 99% data extraction accuracy

Trusted by 1000+ brands worldwide

Ensure flawless data extraction
Accurately capture predefined labels from W-9 forms with Artificial Intelligence.
Accelerated workflows with lightning-fast OCR
Reduce turnaround time with real-time feedback. Send and receive data instantly.
Simpler operations, less manual data entry
Automate your financial workflows, prevent errors, and enjoy time savings.
How it works

Process W-9 Forms in Just a Few Steps

Instantly capture and convert your W-9 forms into any structured format for easier integration. Always get the best results with automatic edge detection for more accurate processing.
Send Your W-9 Forms
Start by scanning your W-9 forms, then send them to our API or upload them via our web application, FTP, or email.
Extract Data
Choose which data fields you want to extract, such as the TIN, full name, business entity type, or signatures to name a few.
Receive Formatted Output
Thanks to machine learning, you can have your data in a structured format like JSON, XML, or CSV.
Forward Your Data
After transforming your data into a structured format, you can then forward it to your software of choice for further processing.

Compatible With Your Favorite Tools

See all of our 50+integrations.

What Data Fields You Can Capture with Klippa’s W-9 OCR

Here are a few examples of data fields you can extract. All fields can be fully customizable to your needs. Need to extract additional fields? Let us know!
Taxpayer identification number (TIN)
Full name
Business name
Business entity type
Address details
Exemptions from backup withholding
Account number(s)
Social security number
Date and signature
…and many more fields!
Klippa DocHorizon

Form W-9 OCR Features

Our machine learning technology can automate many W-9 related business processes via our IDP platform, APIs and SDKs.
W-9 form scanning and parsing
Format conversion to structured data
Image to text and JSON with OCR
Data extraction from W-9 forms
Classification of tax forms
(Cross) validating W-9 form data
Financial workflow automation
Digitization of W-9 forms
How to Implement

Automate W-9 Form Processing With Software

Klippa provides easy integration via our platform, API, or SDK, and broad compatibility with major platforms and tools. Our well-documented solutions guarantee a hassle-free and smooth experience.

Low-Code Platform

Easily create & automate your entire document workflow on one IDP platform.

API Integration

Connect our document conversion module to your own application(s) via API.

Mobile Scanning SDK

Employ our SDKs to empower your mobile applications with smart scanning.

We Take Your Data Privacy & Security Seriously

“It is extremely pleasant to work together with a party that is as ambitious as we are. The willingness and speed with which Klippa implemented specific modifications for us is impressive.”
Leon Backbier
IT Manager, Banijay Benelux
Let’s begin!
Discover the power of Klippa’s W-9 OCR, as our experts help you revolutionize your document processing.

Frequently Asked Questions

What is a W-9 form?

A W-9 form is an Internal Revenue Service (IRS) tax form. It is used to confirm the name, address, and tax identification number (TIN) of an individual receiving income.

The confirmation can be requested for either an individual defined as a U.S. citizen or a person defined as a resident alien.

The information taken from a W-9 form is often used to generate a 1099 tax form, which is required for income tax filing purposes.

A W-9 form is also known as a Request for Taxpayer Identification Number and Certification form.

How does W-9 scanning work?

You can use our OCR SDK scanner for direct scanning or upload photos and PDFs to our OCR API, starting the process with a simple action and then letting technology take over.

Klippa’s software then analyzes the light and dark patterns that make up the letters and numbers to convert the scanned image into text. After that, data fields are identified and extracted from the W-9 form.

What data can be extracted from with W-9 OCR?

There are a range of data fields and sections that can be extracted with W-9 OCR. These include but are not limited to, the business name, address details, taxpayer identification number, signature, and sign date. 

For more information on the data fields that can be extracted, contact us.

What languages does Klippa support?

Currently, Klippa supports all Latin languages. Our engine performs best on forms in English, Dutch, Norwegian, Danish, Swedish, Finnish, Italian, Portuguese, Spanish, German, and French.

However, other languages can be supported on request. We’re open to training our machine learning models. If you have a specific case, don’t hesitate to contact us.

Is Klippa’s W-9 processing GDPR-compliant?

By default, Klippa does not store any customer data. Data is always processed under a data processing agreement (DPA) and all services from Klippa are compliant with GDPR. All data transfer is done via secure SSL connections.

Our servers are ISO-certified and by default located in Amsterdam, the Netherlands. Getting a custom server on a location of choice is possible in any location worldwide.

On a regular base, our security is tested via third-party penetration testing to ensure state-of-the-art security at all times.

How can I integrate Klippa’s W-9 OCR?

Our API can be implemented into any software, web or mobile solution that you may be using. The main source of communication is JSON, so it is independent of specific programming languages.

Our mobile SDKs have been built using native IOS (Swift) and native Android (Kotlin). This means they can be implemented into native apps, but they can also be wrapped for cross-platform languages such as Xamarin, ReactNative, Nativescript, Flutter, PhoneGap, Cordova, Ionic and more. 

Klippa’s solution is made in a developer-friendly way. It is well-documented, so that developers can have all the information they need to successfully implement our API.