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W-9 and W-8 Validation demo

Every vendor paid on a valid form, every treaty rate signed before the money leaves. 1:31

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What the demo shows

Validates vendor W-9/W-8 forms, TINs and treaty claims before the first payment

Each W-9 or W-8 is drawn field by field, and every field runs a row of checkpoints: read and signed, our records, IRS and registry, treaty and rate, how we pay, expiry. Seven agents own one kind of evidence each, check each other and explain in a thread with citations; the payment control agent turns a failed checkpoint into an exact hold, and the outreach agent drafts the request to the vendor. A tax analyst approves, edits or rejects with a reason code and signs each treaty rate. B-notices, W-8 renewals, backup withholding and year-end readiness run on the same evidence.

Transcript

  1. W-9 and W-8 Validation checks, vendor tax forms, TINs and treaty claims before the first payment.
  2. A wrong TIN costs up to $340, a wrong treaty rate, the tax itself.
  3. This week, agents cleared 71 of 96 forms.
  4. Nine need Nadia. Linmat Analytics claims 0% on a Swiss royalty.
  5. Separate agents check every field.
  6. One is red. The limitation on benefits box is blank.
  7. A second agent agrees.
  8. They propose holding 30% and asking for that box.
  9. Nadia asks, why not pay anyway?
  10. The answer cites the regulation.
  11. She signs, $145,800 held.
  12. Lynn Matt checks the box in the portal.
  13. The agents recheck, and every checkpoint turns green.
  14. Every check cited, every rate signed, every step logged Today, 98% of vendors are on a valid form Built on bot
  15. minds, agents, data, screens, and governance on one platform

Transcribed from the film’s narration. Captions are on the player.