| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1008 |
| Technical Name |
us_w_9_collection_tin_vault |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
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
Bulk W 9 Request
Request W 9
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: 35+
- Author: Pokutsoft
- Dependencies: account, contacts, mail
- Support: support@pokutsoft.com
Update date: 2026-07-02
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1008 |
| Technical Name |
us_w_9_collection_tin_vault |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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