How do you Import Form W-9 Details From Your Zoho
Books Account?

  • Step 1: Choose Form W-9 from the TaxBandits dashboard
  • Step 2: Connect your Zoho Books account
  • Step 3: Import business & vendor details directly from
    Zoho Books
  • Step 4: Review the vendor information
  • Step 5: Send a request to the vendors
How to Import W-9 Details From Zoho Books Account

TaxBandits x Zoho Books: The Ultimate W-9 Integration

TaxBandits integrates seamlessly with Zoho Books, streamlining your W-9 process easily and efficiently.

Easy & Secure Process

  • Import your vendor's details into TaxBandits from Zoho Books software, request Form W-9, and collect them
    in minutes.

TIN Matching

  • TaxBandits simplifies TIN verification by automatically matching recipient TINs with the IRS database when W-9 forms are collected, ensuring accurate and compliant 1099 filings.

Internal Audit Check

  • This feature validates your W-9 Forms against IRS business rules and data validations. If errors are found during the audit process, they will be listed, and you will be asked to fix them immediately.
TaxBandits

Real-time Notifications

  • After your vendors complete and e-sign their electronic W-9 forms, TaxBandits will send you an instant email notification.

Secure 1099 E-filing

  • Streamline your 1099 filing process by importing data from Zoho Books for form generation, review, and filing.

Advanced Security

  • TaxBandits applies advanced security measures to safeguard sensitive information, including SSNs and personal information collected through W-9 forms.

TaxBandits x Zoho Books: The Ultimate
W-9 Integration

TaxBandits integrates seamlessly with Zoho Books, streamlining your W-9 process easily and efficiently.

Easy & Secure Process

  • Import your vendor's details into TaxBandits from Zoho Books software, request Form W-9, and collect them in minutes.

Real-time Notifications

  • After your vendors complete and e-sign their electronic W-9 forms, TaxBandits will send you an instant email notification.

TIN Matching

  • TaxBandits simplifies TIN verification by automatically matching recipient TINs with the IRS database when W-9 forms are collected, ensuring accurate and compliant 1099 filings.

Secure 1099 E-filing

  • Streamline your 1099 filing process by importing data from Zoho Books for form generation, review, and filing.

Internal Audit Check

  • This feature validates your W-9 Forms against IRS business rules and data validations. If errors are found during the audit process, they will be listed, and you will be asked to fix them immediately.

Advanced Security

  • TaxBandits applies advanced security measures to safeguard sensitive information, including SSNs and personal information collected through W-9 forms.
TaxBandits for Every Business

Other W-9 Integrations of TaxBandits

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

TaxBandits for Every Business

Easily import W-9 information from Zoho Books to streamline your
process with TaxBandits.