Tired of long tutorials? Enter a few essentials and download the official IRS PDF with your e-signature — ready for Payoneer, Upwork, Amazon, AdSense, and more.
AutoTaxForms helps freelancers, creators, and businesses complete complex tax forms in minutes. We support W-8BEN, the entity form W-8BEN-E (beta), and W-9. Coming soon: EU VAT.
Others teach you how to fill. We deliver the finished, signed PDF.
Only the fields that matter — clear labels, no jargon.
Official IRS PDF mapping. Treaty presets when eligible.
We serve global earners who need to stay compliant without hiring a tax preparer. Each workflow is written and maintained by tax researchers, not copied from IRS PDFs.
AdSense, YouTube, and other ad networks require a signed W-8BEN with the treaty article that matches your content income. We surface the right article, warn about backup withholding, and generate a signed PDF accepted by Google.
Upwork, Fiverr, Toptal, and other marketplaces freeze payouts when the tax form is incomplete. Our presets cover common treaty rates so your account stays active and your clients see you as compliant.
Finance teams need repeatable processes. AutoTaxForms standardizes intake, produces IRS PDFs, and keeps an audit trail so you can collect forms from contractors in 190+ countries.
Unlike generic PDF fillers, AutoTaxForms mirrors every IRS field and includes the certifications platforms look for. We combine policy research with automation so you avoid rejections.
Our mappings are updated for the latest IRS releases. We cite treaty articles, Limitation on Benefits tests, and FATCA language directly inside the PDF.
All calculations run in your browser. Sensitive inputs such as signatures and IDs stay local unless you export a PDF.
Every tooltip and preset is written by our tax research team with references to the IRS instructions and income tax treaties.
Each handbook is written from real approval requests so you can copy the exact wording reviewers expect.
Common rejection? Missing treaty language or an unsigned PDF. We deliver a ready-to-upload file and instructions for the Payments » Settings » Manage tax info workflow.
Authors and sellers can claim treaty rates on royalties. Our helper text explains how to describe book or digital product royalties so withholding drops before your next payout.
Keep your profile verified with the right service description. We highlight how to calculate the rate when your home country has multiple treaty paragraphs.
Collective payout services often cross-check your form when you add a new client. Our workflow stores multiple variants so you can answer audits fast.
Know which form to send before a client requests it. Our generator covers individuals, entities, and US payees.
| Form | Who uses it | What it certifies | When to refresh |
|---|---|---|---|
| W-8BEN | Non-US individuals earning U.S.-sourced income | Foreign status, treaty article, beneficial owner certification | Every 3 years or when residency / name changes |
| W-8BEN-E | Foreign entities, partnerships, trusts | Chapter 3 & 4 status, GIIN/FTIN, limitation on benefits assertions | Every 3 years, after reorganizations, or when FATCA status shifts |
| W-9 | US individuals and entities | US person certification, TIN matching, backup withholding status | When legal name, classification, or TIN information changes |
Need another form? Join the beta waitlist for 1099 contractor compliance, EU VAT, and DAC7 exports.
In-depth walkthroughs, treaty explainers, and compliance checklists updated as IRS guidance evolves.
Our flagship guide with screenshots, treaty examples, and a downloadable worksheet you can keep for audits.
Read time: 8 minutesBreakdown of Chapter 3 vs. FATCA statuses, GIIN requirements, and Limitation on Benefits tests for entities.
Read time: 10 minutesAvoid the most frequent reviewer comments from AdSense, Amazon, and marketplaces when they evaluate your form.
Updated: July 2024“I tried submitting a W-8BEN three times to AdSense. AutoTaxForms flagged the wrong treaty article I was using and generated a new PDF that got approved the same day.”
“Our finance team onboards hundreds of contractors. The ability to export signed IRS PDFs with consistent wording saves us hours every quarter-end.”
We review tricky cases—dual residency, disregarded entities, treaty exemptions—so you can file confidently. Send us anonymized details and we will suggest the IRS language to use.
Need a human to double-check your generated PDF? We offer a limited review service during the beta.
AutoTaxForms is currently free while we validate new workflows. Your support keeps treaty research and PDF maintenance going, funds new languages, and accelerates W-8BEN-E coverage.
Yes. They’re the same IRS form for non-US individuals. The official style is “W-8BEN”.
The W-8BEN form is an official US tax form used by non-US individuals to claim tax treaty benefits and reduce withholding tax on income from US sources.
To fill the W-8BEN US tax form, you need: your legal name, citizenship, country of residence, and a Foreign TIN if required. Also include the applicable tax treaty article and rate. Finally, sign and date the form before submission.
Yes. We apply your e-signature and date to the official PDF. Digital signing is widely accepted as valid.
Non-US individuals use W-8BEN. US persons use W-9. If you’re not sure, see our guide for edge cases.
The W-8BEN US tax form is valid for up to 3 years, unless your residency or treaty status changes earlier.
If you don’t submit the W-8BEN tax form, US companies may apply the default 30% withholding tax on your payments.
Form W-8BEN-E is the entity version of the W-8 series. Non-US companies, partnerships, trusts, and disregarded entities use it to certify their foreign status, Chapter 3 withholding category, and FATCA classification.
IRS Form W-9 collects the legal name, federal tax classification, and taxpayer identification number (SSN or EIN) of a US person or entity. Requesters use it to issue 1099, 1098, and other information returns.
W-8BEN-E is for non-US entities or businesses. W-9 is for US persons or entities. Each form requires taxpayer identification, residency, and a signed certification.
