Request W-9 or Tax Form for Invoice Processing

Before some payments can be released—especially in the US—Accounts Payable teams require a completed W-9 or tax form. Use this short template to request the document, clarify the process, and avoid unnecessary payment delays.

When to use / when to send

Checklist / what to include

• Invoice #{{InvoiceNumber}}, amount {{Amount}}, due {{DueDate}}
• Explicit request for W-9 or other required form
• Attach your current year, signed tax form if ready
• Clarify company name and address as registered
• Reply-by date if urgent for payment release

How to use

Copy/paste template

Follow-up plan + common mistakes

• If AP does not reply, bump once with a screenshot of the payment hold notice
• Send only the required form, not unrelated documents
• Ensure your tax form is current year and signed
• Don’t delay sending this—processing can take extra days
• Double-check all company information matches invoice

FAQ

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