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US W-9 Collection + TIN

US W-9 Collection + TIN

$ 131.25 $ 131.25

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License: OPL-1, every download is watermarked.
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Compatible with Odoo 18.0 · 19.0
OPL-1 license · Odoo 18.0 & 19.0
US W-9 Collection + TIN for Odoo — preview banner

US W-9 Collection + TIN

Request, capture, validate and store vendor W-9 forms in a central TIN vault linked to partners with expiry reminders

Request, capture, validate and store vendor W-9 forms in a central TIN vault linked to partners with expiry reminders

Key Features

Capture every W-9 line

legal name, business name, federal tax classification, TIN type (EIN/SSN), TIN, address, exempt payee code, FATCA reporting code, account numbers, signature and signature date.

Format validation engine for TIN and name

Format validation engine for TIN and name:

EIN must be 9 digits formatted XX-XXXXXXX

EIN must be 9 digits formatted XX-XXXXXXX

SSN must be 9 digits formatted XXX-XX-XXXX

SSN must be 9 digits formatted XXX-XX-XXXX

prefix / classification consistency checks (SSN for individu

prefix / classification consistency checks (SSN for individuals, EIN for entities).

Central repository

every W-9 is linked to a res.partner vendor with a masked TIN display so the raw number is not shown casually.

Request workflow with statuses

Requested -> Received -> Validated -> Expired, with full chatter tracking.

Expiry & refresh reminders via scheduled action (cron)

Expiry & refresh reminders via scheduled action (cron) plus scheduled activities on the responsible user.

Bulk W-9 request wizard to open requests for

Bulk W-9 request wizard to open requests for many vendors at once.

Missing / invalid W-9 flagging on the vendor

Missing / invalid W-9 flagging on the vendor so you can block or warn before issuing a payment.

Backup withholding (24%) flag and B-Notice readiness flag

Backup withholding (24%) flag and B-Notice readiness flag to help you react to IRS notices.

W-9 data summary text for quick review and

W-9 data summary text for quick review and export.

Screenshots

US W-9 Collection + TIN — Bulk W 9 Request in Odoo

Bulk W 9 Request

US W-9 Collection + TIN — Request W 9 in Odoo

Request W 9

US W-9 Collection + TIN — W 9 Records in Odoo

W 9 Records

Why Choose This Module

Why this module W-9s are usually chased over email, scattered across inboxes and shared drives, and missing or wrong data only surfaces months later as an IRS CP2100/CP2100A notice or a B-Notice. This module turns W-9 collection into a tracked workflow.

Specifications

  • Compatible: Odoo 18.0 / 19.0
  • License: OPL-1
  • Languages: English
  • Author: Pokutsoft
  • Dependencies: account, contacts, mail
  • Support: support@pokutsoft.com

Update date: 2026-07-02