Process only — no Form W-9 content and no tax identifiers. Last updated 2026-10-17. Draft for owner approval — not final.
The W-9 is the owner’s own IRS Form W-9 (completed by Runline Labs, Inc.). Never store a W-9 PDF in this repository, in application storage, or in purchase-order request rows. When a purchasing office requests a W-9 via /pricing#purchasing, the owner attaches the current IRS PDF from the company records vault (owner-controlled), not from git.
1. Owner downloads the latest blank form from the IRS if a new blank is needed. 2. Owner completes and signs using company tax records held outside this product. 3. Owner sends the signed PDF to the requester out of band (secure email / university vendor portal) after reviewing the request. 4. Record only that a W-9 was sent (date / ticket id) in the owner’s CRM — not the PDF itself.
The PO request form may set needs to include w9. The API notifies the owner inbox once; it does not email the requester a W-9. No tax identifiers are published on this site. Source: docs/business/w9-handling.md
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