Sovos W-8/W-9 Tax Form Management

Description

Streamlines the collection, validation, and management of IRS Forms W-8 and W-9 (and self-certifications, where required) to ensure compliant, accurate withholding and reporting across jurisdictions.

Features

Guided form selection, real-time validations, automated withholding rate calculations and integrated name/TIN matching ensures accurate tax documentation at the time of collection and beyond.

In suite expiration tracking and change in circumstance monitoring enables real-time form solicitation.

Digital collection and automated reminders streamline onboarding and payment workflows.

Verified data flows into Sovos withholding and 1099/1042-S reporting for consistent compliance.

Always-current IRS and treaty logic, global certification support, and enterprise-grade security built in.

Form Types Supported

Form W-9

Forms W-8: W-8BEN, W-8BEN-E, W-8ECI, W-8EXP, W-8IMY

Form 8233

Self-Certifications

Pricing

Custom pricing based on the number of forms being managed.

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Eliminate manual W-8 and W-9 collection and validation challenges

Delivered in partnership with Comply Exchange

Manual collection and validation of Forms W-8 and W-9 leads to onboarding delays, validation errors and withholding risk. Incomplete forms, outdated documentation, and inconsistent IRS rule application create exposure to penalties and tax leakage.

Sovos automates form collection, validation, expiration tracking, and withholding rate calculations, ensuring accurate and compliant documentation while streamlining onboarding workflows, supporting global certification needs, and reducing manual effort.

, the leader in automated tax form collection and validation. Together, we provide a seamless solution for W-8/W-9 documentation through 1099/1042-S reporting and withholding — all purchased and supported through Sovos.

Compliance Starts with Valid W-8 and W-9 Forms

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1099 Enterprise

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Centralize tax withholding and 1099/W-2 data for accurate, form-level reconciliation.

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Tax Withholding Management

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Automates the management of tax withholding payments, filing returns and reconciliation.

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TIN Compliance

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Ensures accurate names and TINs are being filed with the IRS, reducing penalties and audits.

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