Google Sheets + TaxBandits
Request vendor W-9/W-8s by email in TaxBandits from new Google Sheets rows
When you onboard a new vendor, chasing them for W-9/W-8 forms can slow everything down. With this automation, TaxBandits sends a secure email request for a completed W-9 or W-8 form the moment a new vendor is added in your Google Sheets. It delivers a secure URL so vendors can submit their details online, helping you collect accurate information without the back-and-forth.
When you onboard a new vendor, chasing them for W-9/W-8 forms can slow everything down. With this automation, TaxBandits sends a secure email request for a completed W-9 or W-8 form the moment a new vendor is added in your Google Sheets. It delivers a secure URL so vendors can submit their details online, helping you collect accurate information without the back-and-forth.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Request W-9/W-8 by Email
Requests a completed W-9/W-8 form from vendors via email, with a secure link for easy online submission.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
