W-9 Excel Guide
How to fill out W-9 from Excel
If you collect vendor details in a spreadsheet, you can use that Excel context to fill W-9 PDFs for contractors and suppliers.
What you need
- A W-9 PDF form.
- An Excel or CSV file with vendor name, business type, and tax ID info.
- Optional vendor onboarding docs.
Steps to fill W-9 with spreadsheet data
- Upload the W-9 PDF.
- Upload your vendor spreadsheet as context.
- Describe which columns map to name, address, and tax classification.
- Review and export the completed W-9.
Tips
- Use one row per vendor with clear headers.
- Attach a vendor intake PDF for extra context if needed.
Fill W-9 PDFs using Excel context
Upload your W-9 form and spreadsheet to complete vendor documents faster.
Start filling W-9s