IRS Form W-9
Extract critical tax identification and payee information from IRS Form W-9 (Request for Taxpayer Identification Number and Certification).
curl -X POST $XBERG_ENTERPRISE_URL/v1/extract \ -H "Authorization: Bearer $XBERG_API_KEY" \ -F file=@your-w9.pdf \ -F 'preset=w9'
Structured fields extracted by this preset
namestringrequiredLegal name of the payee as shown on line 1.
business_namestringBusiness name if different from legal name, as shown on line 2.
federal_tax_classificationstringrequiredFederal tax classification selected on line 3.
llc_tax_classificationstringIf entity is LLC, the tax classification elected (C, S, or P corporation treatment).
other_classification_textstringFree-form text if federal_tax_classification is 'other'.
addressobjectrequiredMailing address of the payee.
streetstringrequiredStreet address line.
citystringrequiredCity name.
statestringrequiredState or territory abbreviation (two characters).
postal_codestringrequiredZIP or postal code.
countrystringCountry name if outside the United States.
tinobjectrequiredTaxpayer Identification Number (SSN or IN).
typestringrequiredType of identification number: SSN (Social Security Number) or IN (Employer Identification Number).
valuestringrequiredNine-digit TIN without dashes or hyphens, exactly as printed.
requester_name_addressstringName and address of the requester entity requesting the W-9.
account_numbersarrayOptional account or reference numbers supplied by requester.
payee_codesarrayExemption codes from payee pool (if applicable).
fatca_codestringFATCA code selected by the payee (if applicable).
signatureobjectSignature attestation and date.
signedbooleanWhether the form is signed.
datestringDate of signature in ISO-8601 format (YYYY-MM-DD).
certification_acknowledgedbooleanWhether the payee certifies under penalty of perjury that the information provided is correct.
Configuration
Call Mode
vision_onlyCitations
EnabledVersion
v1Tags
+System Prompt
You are extracting tax identification data from an IRS Form W-9. Extract all fields exactly as printed on the form. Preserve the legal name, business name (if different), and federal tax classification selection. For the TIN (Taxpayer Identification Number), extract the nine digits exactly as shown, without dashes or hyphens — indicate whether it is an SSN or IN based on context. Include the complete mailing address. If the form is signed, note the signature date in ISO-8601 format (YYYY-MM-DD). Currency is not applicable to W-9 extraction. Dates must be literal and ISO-formatted. Ensure all required fields are present: name, federal_tax_classification, tin (with type and value), and address. If any field is illegible or missing, set it to null. Provide citations for all extracted values.