← Documents

W-9 to Excel

W-9 to Excel extracts vendor onboarding data from W-9 forms — name, business name, tax classification, address, and taxpayer identification number — into a spreadsheet row. It's for anyone who collects W-9s from contractors and vendors.

When to use it

Landlords collecting W-9s from repair contractors, businesses onboarding freelancers, property managers setting up new vendors. Instead of retyping each form into your vendor list (and risking a typo in the TIN), process the W-9 and get a clean row.

How to use it

  1. Open W-9 to Excel and upload a photo or scan of the completed W-9.
  2. The tool reads the name, business/disregarded-entity name, federal tax classification checkbox, address, and TIN.
  3. Verify the extracted data against the form — especially the TIN and the classification.
  4. Download the .xlsx file. One W-9 = one document of quota.

What the output looks like

One row per W-9 with columns for legal name, business name, tax classification (individual, LLC, corporation, etc.), street address, city, state, ZIP, and TIN. The TIN is masked (partial digits only) to limit exposure of sensitive data.

Good to know

  • TINs are masked in the output. If your accounting system needs the full TIN, enter it from the original form directly — never email full TINs in spreadsheets.
  • The tax classification checkbox is small and sometimes faint; confirm it visually. Misclassified vendors cause 1099 headaches later.
  • Hand-filled W-9s vary wildly in legibility. If the extraction is poor, ask the vendor for a clearer photo rather than guessing.
  • This tool reads the standard IRS W-9 layout. Heavily modified or outdated versions of the form may not parse correctly.
  • Store W-9s securely. They contain sensitive identity data — the spreadsheet is a working index, not a place to keep full TINs.

Open this tool

Last updated: October 4, 2026

Was this helpful?

Still stuck? Report a problem and we'll take a look.

All help articles