Digitize W-9 forms from vendors and contractors—extract names, TINs, entity types, and exemption codes automatically from scans, photos, or PDFs.
Upload any document — PDF, scan, or photo — and get structured data back immediately. No setup, no templates, no waiting.
Audited controls over a sustained period, not a point-in-time check.
Bank-grade encryption at rest and TLS 1.2+ in transit.
Documents deleted within 24 hours. No copies retained.
Drag and drop files, connect a cloud drive, or set up email auto-forwarding. Any file format works—PDF, JPEG, PNG, TIFF, or digital documents.
The AI identifies fields by context and meaning, not fixed coordinates. Names, dates, amounts, and custom fields are extracted automatically.
Get structured output in Excel, Google Sheets, CSV, or JSON. Use the REST API for direct integration into your systems.
“We onboard 200 new vendors per quarter. W-9 OCR eliminated the manual data entry step, which cut our onboarding time from three days to same-day.”
“TIN accuracy is our biggest compliance concern. The confidence scoring on each digit lets us focus verification effort on the values that actually need a second look.”
“Half our vendors submit handwritten W-9s. The OCR reads them well enough that we only need to call back about 5 percent of vendors for clarification, down from 20 percent with manual entry.”
IRS Form W-9 is a mandatory part of vendor and contractor onboarding for every US business. Before issuing a 1099 at year-end, companies must collect and verify W-9 information from each payee: legal name, business name, federal tax classification, address, and Taxpayer Identification Number (TIN). For companies working with dozens or hundreds of vendors, W-9 OCR automates the extraction of this data from submitted forms.
The compliance dimension of W-9 processing creates urgency around accuracy. IRS penalties for incorrect TINs on 1099 filings range from $60 to $310 per form, and backup withholding rules require companies to withhold 24 percent of payments to payees with unverified TINs. W-9 OCR reduces the risk of transcription errors that lead to these penalties by extracting TINs and other fields directly from the submitted form rather than relying on manual re-entry.
Lido extracts all W-9 fields including legal name, business name, federal tax classification (individual, C-corp, S-corp, partnership, trust, LLC), exempt payee code, FATCA exemption code, address, and TIN (SSN or EIN). The AI handles W-9s submitted as PDFs, scans, smartphone photos, and even partially handwritten forms where the vendor has filled in a printed template by hand.
Accounts payable teams evaluating W-9 OCR should consider extraction accuracy on TINs and entity classification codes, support for handwritten entries, integration with vendor management and AP systems, and processing speed for onboarding new vendors quickly. Lido provides field-level confidence scores and output in formats compatible with ERP and AP platforms.
W-9 OCR uses optical character recognition and AI to extract structured data from IRS Form W-9. It reads vendor name, TIN, entity classification, address, and exemption codes from submitted W-9 forms and outputs them in spreadsheet or JSON format for vendor management systems.
Yes. Many vendors fill in printed W-9 templates by hand. AI-powered OCR handles handwritten entries with confidence scoring that flags characters where legibility may affect accuracy, allowing AP teams to verify only the uncertain fields.
TIN accuracy is critical because incorrect TINs trigger IRS penalties. AI-powered W-9 OCR achieves high accuracy on printed TINs and provides confidence scores on each digit, making it practical to verify only low-confidence values rather than re-checking every TIN manually.
Yes. Lido provides output in Excel, CSV, and JSON formats, plus a REST API for direct integration with ERP systems, accounts payable platforms, and vendor management databases.
W-9 OCR reduces TIN transcription errors that cause IRS B-notices and penalties. By extracting data directly from the submitted form with confidence scoring, it creates an auditable record of how vendor information was captured and verified.
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Built on Lido’s OCR engine
Built on Lido’s OCR engine
Built on Lido’s OCR engine
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