How to Import Form W-9 Details From Your Xero Account?

  • Step 1: Choose Form W-9 from the TaxBandits Dashboard
  • Step 2: Connect your Xero account
  • Step 3: Import Business & Vendor details directly from Xero
  • Step 4: Review the Vendor details
  • Step 5: Send a Request to the vendors
How to Import W-9 Details From Your Xero Account

TaxBandits and Xero Integration for Effortless W-9 Processing

With TaxBandits’ integration with Xero, collecting W-9 forms becomes a quick and easy process.

Easy & Secure Process

You can simply import your vendor details to TaxBandits, request Form W-9, and collect them in minutes.

TIN Matching

TaxBandits helps you ensure that the TINs obtained through W-9 forms match the IRS database through TIN Matching.

Easy & Secure 1099 E-filing

Import 1099 Forms data from Xero to generate, review, and transmit forms in minutes.

Real-time Notifications

Once your vendors complete and e-sign their electronic W-9 forms, TaxBandits will notify you instantly via email.

Internal Audit Check

Ensures your Forms are validated through IRS business rules, Basic Form Validation, and IRS Schema Validation.

Advanced Security

TaxBandits incorporates robust security measures to protect the PII information obtained through W-9s, such as SSN.

TaxBandits for Every Business

Other W9 Integrations of TaxBandits

TaxBandits integrates with many leading accounting software to simplify the data import process for collecting W-9 forms.

TaxBandits for Every Business

Import W-9 Information from Xero in Minutes for A
Smoother Process with TaxBandits