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Financial Services Document

Tax season stress shouldn't come from manual data entry.

Form W-8BEN (Individual) Data Extraction

Extract foreign status and treaty benefits from IRS Form W-8BEN for individual foreign persons

No credit card required to get started.

19 Fields extracted
93%+ Accuracy rate
<30s Processing time

Tax document processing is tedious and error-prone

Finance teams manually extract data from tax forms during peak seasons. One mistake can trigger audits, penalties, or payment delays.

  • High-volume processing during tax season
  • Complex forms with many required fields
  • IRS penalties for reporting errors
  • Manual verification wastes skilled staff time

Data we extract from w-8ben.

Structured output ready for your systems.

Form RevisionExtract the form revision date (e.g., Rev. October...
NameExtract the individual name as shown on Line 1....
Country of CitizenshipExtract the country of citizenship from Line 2....
Permanent AddressExtract the permanent residence address (street, c...
Mailing AddressExtract the mailing address if different from perm...
US TINExtract the US taxpayer identification number (SSN...
Foreign TINExtract the foreign tax identifying number from Li...
FTIN Not Required ReasonIf FTIN not legally required, extract the reason. ...
Reference NumbersExtract any reference numbers from Line 7. Return ...
Date of BirthExtract date of birth from Line 8. Return in YYYY-...
Treaty CountryExtract the country claiming treaty benefits from ...
Treaty ArticleExtract the treaty article number from Line 10. Re...
Withholding Rate ClaimedExtract the reduced withholding rate claimed (e.g....
Income TypeExtract the type of income for treaty benefits (e....
Treaty ConditionsExtract any additional conditions or explanations ...
SignatureIs the certification signature present? Yes or No...
Signature DateExtract the signature date. Return in YYYY-MM-DD f...
CapacityIf signed by agent, extract the capacity. Return I...
Print NameExtract the printed name of signer if different fr...
1

Upload

Upload your w-8ben documents in PDF, image, or scanned format. Drag and drop or use our API.

2

Extract

Our AI identifies and extracts all 19 fields with 93%+ accuracy. No templates or training required.

3

Review

Review extracted data with confidence scores. Approve, edit, or flag items for human verification.

4

Export

Download as JSON, CSV, or Excel. Integrate via API or webhook to your existing systems.

Who uses w-8ben extraction?

Accounting Firms

Process client tax documents efficiently during busy season.

Corporate Finance

Extract vendor tax information for 1099 reporting and withholding.

Tax Departments

Automate tax form processing for large organizations.

Financial Institutions

Process customer tax documents for account opening and compliance.

Frequently asked questions.

Common questions about w-8ben extraction.

W-8BEN has treaty claims that matter for withholding.

Treaty country, article, rate, and income type are all extracted. Get treaty positions right.

We collect these from foreign vendors.

Extract W-8BEN data for compliance. Verify completeness before making payments.

What about the FATCA status?

FATCA classification and exemption codes are extracted when filled.

Validity period matters.

Signature date is extracted. You calculate validity (generally 3 years from signing).

Foreign addresses are tricky.

We handle international address formats. Country of residence is clearly identified.

Can we test this?

Yes. Sign up for evaluation credits and upload W-8BEN forms. No payment required.

"Tax season nearly broke us"

Our team manually keyed W-9 data from hundreds of vendors. One transposed TIN triggered an IRS notice that took months to resolve.

Automated extraction catches format errors before they become tax notices. This year: zero vendor TIN issues.

— Controller, Professional Services Firm

Ready to automate w-8ben processing?

Processing 1,000+ documents monthly? Let's discuss your requirements.

No credit card required to get started.

P.S. Every manual entry is a potential audit trigger you don't need.