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W-9 Online Form

Gather information from independent contractors and freelancers using the online W-9 form. Can be used together with Plumsail Documents for the creation of PDF documents.

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Structure and logic of the form

  • The form content is organized with Grid containers. Use grids in a form design to simplify layout, ensure consistency, and enhance the user experience.

  • The Email field accepts only data matching a specified pattern to ensure valid email entries. Choose from predefined patterns or create custom ones to verify customer information.

  • The SSN and EIN fields are Masked Input fields that accept only numbers. Change the mask in the field properties.

  • A user confirms the accuracy of the provided information by signing the form with the Ink Sketch control. By signing, the user agrees to the terms and confirms the validity of the information provided in the form.

  • Additional fields appear when a user selects Limited liability company or Other options in the tax classification. This is done with conditional rules in the Hide property of the fields.