Document Understanding Modern Projects User Guide

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Last updated May 15, 2025

W9 - document type

Overview

Form W-9 (or, Request for Taxpayer Identification Number and Certification) is used in the United States income tax system by a third party who must file an information return with the Internal Revenue Service (IRS). Used to confirm a person’s name, address, TIN (Taxpayer Identification Number) to file information about income received, real estate transactions, acquisition of property, cancellation of debt, etc.

This model has 17 defined fields trained to extract relevant data from the form.

Particularities

The model automatically detects data such as:

Name, Business Name, Tax Classification, Address,
TIN: SSN, EIN;

Extracted fields

Note: If you are using using public endpoints, such as https://du.uipath.com/ie/invoices, all fields are available. However, if you are using custom-trained extractors, the availability of extracted fields is dependant on the version you are currently using.

You can also check the list of fields and types on any endpoint in the /info/model object. To access this, simply add /info/model to any endpoint, like so: https://du.uipath.com/ie/invoices/info/model. For an enhanced reading experience of the fields list, it's recommended to install a JSON viewer extension in your browser.

Table 1. List of extracted fields for W9
Display Name	Field Name	Field Type	Content Type
Taxpayer Name	name	regular	string
Business Name	business-name	regular	string
Tax Classification	tax-classification	regular	string
LLC Tax Classification	llc-tax-classification	regular	string
Other Tax Classification	other-tax-classification	regular	string
Exempt Payee Code	exempt-payee-code	regular	id-no
Exemption FATCA Code	exemption-fatca-code	regular	id-no
Taxpayer Address	address	regular	string
Taxpayer City	city	regular	string
Taxpayer State	state	regular	string
Taxpayer ZIP Code	zip	regular	id-no
Account Numbers	account-numbers	regular	id-no
Requester Name and Address	requester-name-address	regular	string
Taxpayer Social Security Number	ssn	regular	id-no
Taxpayer Employer Identification Number	ein	regular	id-no
Taxpayer Signature	signature	regular	string
Date of Signature	date	regular	date