For individuals:

W-9, W-8BEN, W-8ECI

For companies:

W-9, W-8BEN-E, W-8ECI


W form collection and archive according to IRS requirements

Detailed reports of the tax data collected and in-progress forms

Data collected from W- forms is used for filing 1099 tax forms to IRS

Payee cooperation is tracked

Payments held until tax forms are submitted

Forms archived for IRS audit purposes

Guidance for payees to help them choose and complete the relevant form

Helpful tax term glossary and in product guidance for payees

Automated event-triggered invitations to payees to complete tax forms

Configurable thresholds to hold payments when waiting for a tax form to be submitted

Mobile application for payees to submit tax forms

Options to customize and brand the email communication to your payees


Eliminates the burden of collecting documents from payees

Self-service form completion reduces errors and increases payee cooperation

Automated process with APIs and IPCNs

Process Flow

After registering with Payoneer, payees receive an email message from Payoneer containing a unique personalized link that guides them through the process of selecting and completing the appropriate US tax forms. Payoneer’s platform tracks the form completion status of each payee, and will hold payments pending submission of appropriate tax forms by the payee.

For more detailed information on tax forms and the process flow, click here.