Getting Started

Nextform helps you collect and organize forms W-9, W-8BEN, and more. This guide will walk you through sending a form request via email to collect forms for your organization. Our forms work great on both desktop and mobile browsers. If you need a more advanced integration, Nexform also provides a comprehensive API.

Step 1: Create an Account

Sign up for a free trial. No credit card is required, and you'll get 20 free forms to test things out. If you would like to receive email notifications when you receive a form, navigate to the organization settings page and add an email address for notifications.

Step 2: Create a Request

Navigate to the requests page, click the New Request button, choose the type of form you would like to request, and enter an email address (for testing purposes, you may want to use your own email address). This will generate an email that instructs the recipient to click on a link and complete the form.

If you set the form type to Automatic, Nextform will present your contact with a short questionnaire that will direct them to the correct tax form based on their answers. This can be helpful in situations where you do not know if your contact is an individual or entity, or if they reside in the United States or not.

When a form is completed, Nextform will display a PDF of the completed form by default. If you would rather redirect your contact to your own website, you can set the Success URL to the desired address.

Step 3: Monitor Progress

After creating a request, it will appear in your request pipeline. The pipeline has three columns, one for requests that have been sent, one for requests that have been visited, and one for requests that have been completed.

If you sent a test request to yourself, open your email to view the request. Follow the link and fill in the form with mock information. Once you complete a form, you will be redirected to the success URL and the request will move to your completed requests column. To browse completed forms, visit the forms page where you can search by name, email address, and more. You can easily view and download an official PDF of the form, and you can export a CSV file with all your data by clicking the Export button.

Nice work! If you would like to add your company name and logo to the forms, upgrade to a monthly or yearly subscription.

Next Steps

• Unlock unlimited forms with a monthly or yearly subscription.
• If you need more forms for testing, please contact us.
• Check out our API and webhooks if you need a more advanced integration.