# W-8 and W-9 tax forms

Manage W-8 and W-9 tax form collection in the Dashboard.

> W-8 and W-9 collection is available in private preview for US businesses. To request access, contact your Stripe account team or [Stripe Sales](https://stripe.com/contact/sales).

You can also request W-8 and W-9 forms and set enforcement for each connected account with the API, which is in private preview. See [W-8 and W-9 additional verifications](https://docs.stripe.com/connect/additional-verifications/us-w8-w9.md).

Certified names and TINs help you prepare accurate [1099 tax forms](https://docs.stripe.com/connect/tax-reporting.md). The IRS can charge [penalties](https://www.irs.gov/government-entities/federal-state-local-governments/increase-in-information-return-penalties) for information returns with incorrect payee information. Collect a W-9 or W-8 form from each connected account that you pay to certify its tax status:

- [W-9 forms](https://www.irs.gov/forms-pubs/about-form-w-9): A US person certifies their name and taxpayer identification number (TIN). W-9 forms don’t expire.
- W-8 forms: A person or entity that isn’t a US person certifies its foreign status and, if eligible, claims a reduced withholding rate under a tax treaty:
  - Individuals use [Form W-8BEN](https://www.irs.gov/forms-pubs/about-form-w-8-ben).
  - Individuals under 16 can’t submit Form W-8BEN.
  - Entities use [Form W-8BEN-E](https://www.irs.gov/forms-pubs/about-form-w-8-ben-e).
  - Partnerships, trusts, governments, and tax-exempt organizations can submit a W-8BEN-E only if they claim tax treaty benefits.
  - Stripe doesn’t collect: Form W-8ECI, Form W-8EXP, or Form W-8IMY. Collect unsupported forms outside of Stripe.
  - A W-8 form is valid until the end of the third calendar year after the connected account signs it. For example, a W-8 signed in 2026 is valid until December 31, 2029.

Work with a tax advisor to decide which forms to collect and when to collect them.

## Eligibility 

You don’t need to use Stripe 1099 tax reporting to collect W-8 and W-9 forms. You can request W-8 and W-9 forms from connected accounts that don’t have access to the full Stripe Dashboard, such as:

- [Express Dashboard](https://docs.stripe.com/connect/express-dashboard.md)
- [Hosted onboarding](https://docs.stripe.com/connect/hosted-onboarding.md)
- [Embedded component onboarding](https://docs.stripe.com/connect/supported-embedded-components/account-onboarding.md)

You can’t request forms from connected accounts that:

- Can access to the full Stripe Dashboard
- Pay their fees directly to Stripe, because Stripe collects their tax information itself
- Are closed

## How it works

You [enable W-8 and W-9 collection](https://docs.stripe.com/connect/enable-w8-w9-tax-forms.md) for eligible connected accounts, and Stripe requires them to submit the relevant forms to continue doing business through your platform.  Stripe prefills each form with any information that the connected account already provided.

After the connected account reviews the details, makes any corrections, and signs the form electronically, Stripe verifies the information and you can download the forms for your records.

If a connected account doesn’t submit a requested form within the limit you set, Stripe pauses its payouts and possibly its payments, depending on your settings. Stripe lifts the pause when the connected account submits the form. For a W-9 from a US connected account, the name and TIN must also match IRS records.

## Pricing

Stripe charges a fee for W-8 and W-9 forms that connected accounts submit in live mode. The Dashboard shows the price before you enable collection.

## Required permissions 

Members of your platform account must have one of the listed [user roles](https://docs.stripe.com/get-started/account/teams/roles.md) to perform the following tax form actions in the Dashboard:

| Action | Roles |
| --- | --- |
| Enable collection and change settings | Administrator, Super Administrator |
| View the Tax forms page, view request jobs, and download job reports | Administrator, Super Administrator, Tax Analyst |
| Request and withdraw forms, including with a CSV file | Administrator, Super Administrator |
| Download a submitted form | Administrator, Super Administrator, Tax Analyst |

## See also

- [File 1099 tax forms](https://docs.stripe.com/connect/file-tax-forms.md)
- [Identity information on tax forms](https://docs.stripe.com/connect/required-verification-information-taxes.md)