Extract W-9 Data

Tax and finance teams use this recipe to extract W-9 fields from official forms into structured JSON for review, routing, and downstream filing preparation.

APIs Used

Document Extraction (1 credit per page)

Prerequisites

You need an Iteration Layer API key. Get one at platform.iterationlayer.com during the 7-day trial.

For full integration guidance (SDKs, auth, MCP, error handling), see the Iteration Layer Integration Guide.

Implementation

curl -X POST https://api.iterationlayer.com/document-extraction/v1/extract \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "files": [
    {
      "type": "url",
      "name": "w-9.pdf",
      "url": "https://example.com/documents/w-9-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "legal_name",
        "type": "TEXT",
        "description": "Name as shown on the income tax return"
      },
      {
        "name": "business_name",
        "type": "TEXT",
        "description": "Business name or disregarded entity name if different"
      },
      {
        "name": "federal_tax_classification",
        "type": "TEXT",
        "description": "Selected federal tax classification"
      },
      {
        "name": "exempt_payee_code",
        "type": "TEXT",
        "description": "Exempt payee code if provided"
      },
      {
        "name": "fatca_exemption_code",
        "type": "TEXT",
        "description": "FATCA reporting exemption code if provided"
      },
      {
        "name": "address",
        "type": "ADDRESS",
        "description": "Taxpayer street address, city, state, and ZIP code"
      },
      {
        "name": "requester_name_address",
        "type": "TEXT",
        "description": "Requester name and address if shown"
      },
      {
        "name": "taxpayer_identification_number",
        "type": "TEXT",
        "description": "SSN or employer identification number"
      },
      {
        "name": "is_certification_signed",
        "type": "BOOLEAN",
        "description": "Whether the certification signature is present"
      }
    ]
  }
}'

import { IterationLayer } from "iterationlayer";

const client = new IterationLayer({ apiKey: "YOUR_API_KEY" });

const result = await client.extractDocument({
  "files": [
    {
      "type": "url",
      "name": "w-9.pdf",
      "url": "https://example.com/documents/w-9-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "legal_name",
        "type": "TEXT",
        "description": "Name as shown on the income tax return"
      },
      {
        "name": "business_name",
        "type": "TEXT",
        "description": "Business name or disregarded entity name if different"
      },
      {
        "name": "federal_tax_classification",
        "type": "TEXT",
        "description": "Selected federal tax classification"
      },
      {
        "name": "exempt_payee_code",
        "type": "TEXT",
        "description": "Exempt payee code if provided"
      },
      {
        "name": "fatca_exemption_code",
        "type": "TEXT",
        "description": "FATCA reporting exemption code if provided"
      },
      {
        "name": "address",
        "type": "ADDRESS",
        "description": "Taxpayer street address, city, state, and ZIP code"
      },
      {
        "name": "requester_name_address",
        "type": "TEXT",
        "description": "Requester name and address if shown"
      },
      {
        "name": "taxpayer_identification_number",
        "type": "TEXT",
        "description": "SSN or employer identification number"
      },
      {
        "name": "is_certification_signed",
        "type": "BOOLEAN",
        "description": "Whether the certification signature is present"
      }
    ]
  }
});

from iterationlayer import IterationLayer

client = IterationLayer(api_key="YOUR_API_KEY")

result = client.extract_document(**{
  "files": [
    {
      "type": "url",
      "name": "w-9.pdf",
      "url": "https://example.com/documents/w-9-sample.pdf"
    }
  ],
  "schema": {
    "fields": [
      {
        "name": "legal_name",
        "type": "TEXT",
        "description": "Name as shown on the income tax return"
      },
      {
        "name": "business_name",
        "type": "TEXT",
        "description": "Business name or disregarded entity name if different"
      },
      {
        "name": "federal_tax_classification",
        "type": "TEXT",
        "description": "Selected federal tax classification"
      },
      {
        "name": "exempt_payee_code",
        "type": "TEXT",
        "description": "Exempt payee code if provided"
      },
      {
        "name": "fatca_exemption_code",
        "type": "TEXT",
        "description": "FATCA reporting exemption code if provided"
      },
      {
        "name": "address",
        "type": "ADDRESS",
        "description": "Taxpayer street address, city, state, and ZIP code"
      },
      {
        "name": "requester_name_address",
        "type": "TEXT",
        "description": "Requester name and address if shown"
      },
      {
        "name": "taxpayer_identification_number",
        "type": "TEXT",
        "description": "SSN or employer identification number"
      },
      {
        "name": "is_certification_signed",
        "type": "BOOLEAN",
        "description": "Whether the certification signature is present"
      }
    ]
  }
})

package main

import il "github.com/iterationlayer/sdk-go"

func main() {
	client := il.NewClient("YOUR_API_KEY")

	result, err := client.ExtractDocument(il.ExtractDocumentRequest{
		Files: []il.FileInput{
			il.FileInput{
				Type: "url",
				Name: "w-9.pdf",
				Url: "https://example.com/documents/w-9-sample.pdf",
			},
		},
		Schema: il.ExtractionSchema{
			Fields: []any{
				il.TextFieldConfig{
					Name: "legal_name",
					Type: "TEXT",
					Description: "Name as shown on the income tax return",
				},
				il.TextFieldConfig{
					Name: "business_name",
					Type: "TEXT",
					Description: "Business name or disregarded entity name if different",
				},
				il.TextFieldConfig{
					Name: "federal_tax_classification",
					Type: "TEXT",
					Description: "Selected federal tax classification",
				},
				il.TextFieldConfig{
					Name: "exempt_payee_code",
					Type: "TEXT",
					Description: "Exempt payee code if provided",
				},
				il.TextFieldConfig{
					Name: "fatca_exemption_code",
					Type: "TEXT",
					Description: "FATCA reporting exemption code if provided",
				},
				il.AddressFieldConfig{
					Name: "address",
					Type: "ADDRESS",
					Description: "Taxpayer street address, city, state, and ZIP code",
				},
				il.TextFieldConfig{
					Name: "requester_name_address",
					Type: "TEXT",
					Description: "Requester name and address if shown",
				},
				il.TextFieldConfig{
					Name: "taxpayer_identification_number",
					Type: "TEXT",
					Description: "SSN or employer identification number",
				},
				il.BooleanFieldConfig{
					Name: "is_certification_signed",
					Type: "BOOLEAN",
					Description: "Whether the certification signature is present",
				},
			},
		},
	})
	if err != nil {
		panic(err)
	}

	_ = result
}

{
  "name": "Extract W-9 Data",
  "nodes": [
    {
      "parameters": {
        "content": "## Extract W-9 Data\n\nTax and finance teams use this recipe to extract W-9 fields from official forms into structured JSON for review, routing, and downstream filing preparation.\n\n**Note:** This workflow uses the Iteration Layer community node (`n8n-nodes-iterationlayer`). Install it via Settings > Community Nodes on self-hosted n8n, or add it directly on n8n Cloud with Verified Community Nodes enabled.",
        "height": 280,
        "width": 500,
        "color": 2
      },
      "type": "n8n-nodes-base.stickyNote",
      "typeVersion": 1,
      "position": [
        200,
        40
      ],
      "id": "extract-w-9-data-overview",
      "name": "Overview"
    },
    {
      "parameters": {},
      "type": "n8n-nodes-base.manualTrigger",
      "typeVersion": 1,
      "position": [
        250,
        300
      ],
      "id": "extract-w-9-data-trigger",
      "name": "Manual Trigger"
    },
    {
      "parameters": {
        "resource": "documentExtraction",
        "schemaInputMode": "rawJson",
        "schemaJson": "{\n  \"fields\": [\n    {\n      \"name\": \"legal_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Name as shown on the income tax return\"\n    },\n    {\n      \"name\": \"business_name\",\n      \"type\": \"TEXT\",\n      \"description\": \"Business name or disregarded entity name if different\"\n    },\n    {\n      \"name\": \"federal_tax_classification\",\n      \"type\": \"TEXT\",\n      \"description\": \"Selected federal tax classification\"\n    },\n    {\n      \"name\": \"exempt_payee_code\",\n      \"type\": \"TEXT\",\n      \"description\": \"Exempt payee code if provided\"\n    },\n    {\n      \"name\": \"fatca_exemption_code\",\n      \"type\": \"TEXT\",\n      \"description\": \"FATCA reporting exemption code if provided\"\n    },\n    {\n      \"name\": \"address\",\n      \"type\": \"ADDRESS\",\n      \"description\": \"Taxpayer street address, city, state, and ZIP code\"\n    },\n    {\n      \"name\": \"requester_name_address\",\n      \"type\": \"TEXT\",\n      \"description\": \"Requester name and address if shown\"\n    },\n    {\n      \"name\": \"taxpayer_identification_number\",\n      \"type\": \"TEXT\",\n      \"description\": \"SSN or employer identification number\"\n    },\n    {\n      \"name\": \"is_certification_signed\",\n      \"type\": \"BOOLEAN\",\n      \"description\": \"Whether the certification signature is present\"\n    }\n  ]\n}",
        "files": {
          "fileValues": [
            {
              "fileInputMode": "url",
              "fileName": "w-9.pdf",
              "fileUrl": "https://example.com/documents/w-9-sample.pdf"
            }
          ]
        }
      },
      "type": "n8n-nodes-iterationlayer.iterationLayer",
      "typeVersion": 1,
      "position": [
        500,
        300
      ],
      "id": "extract-w-9-data-extract",
      "name": "Extract Data",
      "credentials": {
        "iterationLayerApi": {
          "id": "1",
          "name": "Iteration Layer API"
        }
      }
    }
  ],
  "connections": {
    "Manual Trigger": {
      "main": [
        [
          {
            "node": "Extract Data",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}

Extract w-9 data from the file at [file URL]. Use the extract_document tool with these fields:

- legal_name (TEXT): Name as shown on the income tax return
- business_name (TEXT): Business name or disregarded entity name if different
- federal_tax_classification (TEXT): Selected federal tax classification
- exempt_payee_code (TEXT): Exempt payee code if provided
- fatca_exemption_code (TEXT): FATCA reporting exemption code if provided
- address (ADDRESS): Taxpayer street address, city, state, and ZIP code
- requester_name_address (TEXT): Requester name and address if shown
- taxpayer_identification_number (TEXT): SSN or employer identification number
- is_certification_signed (BOOLEAN): Whether the certification signature is present

Response

{
  "success": true,
  "data": {
    "legal_name": {
      "value": "Maria Keller Consulting LLC",
      "confidence": 0.97,
      "citations": [
        "LEGAL NAME"
      ]
    },
    "business_name": {
      "value": "Business Name",
      "confidence": 0.97,
      "citations": [
        "BUSINESS NAME"
      ]
    },
    "federal_tax_classification": {
      "value": "Federal Tax Classification",
      "confidence": 0.97,
      "citations": [
        "FEDERAL TAX CLASSIFICATION"
      ]
    },
    "exempt_payee_code": {
      "value": "Exempt Payee Code",
      "confidence": 0.97,
      "citations": [
        "EXEMPT PAYEE CODE"
      ]
    },
    "fatca_exemption_code": {
      "value": "Fatca Exemption Code",
      "confidence": 0.97,
      "citations": [
        "FATCA EXEMPTION CODE"
      ]
    },
    "address": {
      "value": {
        "street": "100 Market Street",
        "city": "Berlin",
        "postal_code": "10115",
        "country": "DE"
      },
      "confidence": 0.97,
      "citations": [
        "ADDRESS"
      ]
    },
    "requester_name_address": {
      "value": "Requester Name Address",
      "confidence": 0.97,
      "citations": [
        "REQUESTER NAME ADDRESS"
      ]
    },
    "taxpayer_identification_number": {
      "value": "12-3456789",
      "confidence": 0.97,
      "citations": [
        "TAXPAYER IDENTIFICATION NUMBER"
      ]
    },
    "is_certification_signed": {
      "value": true,
      "confidence": 0.97,
      "citations": [
        "IS CERTIFICATION SIGNED"
      ]
    }
  }
}

Links

• Integration guide
• Full documentation
• OpenAPI spec
• Browse all recipes