Fill W-9s, W-8BENs, 1099s and other IRS forms with data from your accounting or payments system, and generate invoices and statements from your own HTML templates.
Accounting firms and payment platforms use DocSpring to fill tax forms and produce client documents without retyping figures. Every value is checked against the template's schema before the PDF is generated.
Collect a signed W-9 from every vendor and contractor, or a W-8BEN or W-8BEN-E from foreign payees, and keep the PDF on file.
Generate 1099-NEC recipient copies for every contractor you paid, in batches of up to 50 per request.
Fill Form 8821 and Form 2848 so clients can authorize you to see their tax information or represent them before the IRS.
Generate invoices, statements and receipts from HTML templates, with line items, totals and your own branding.
Fill forms like Schedule C and Form 941 from the figures in your accounting system.
Generate payment reminders and past-due notices from your accounting data, with each customer's balance and unpaid invoices.
Fill out Form W-8 BEN and give this form to the withholding agent or payer if you are a foreign person and you are the beneficial owner of an amount subject to withholding.
Submit Form W-8 BEN when requested by the withholding agent or payer whether or not you are claiming a reduced rate of, or exemption from, withholding.
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_AcXt4ar4DXPsz79Nrc/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_AcXt4ar4DXPsz79Nrc.sh"
bash "/tmp/docspring_tpl_AcXt4ar4DXPsz79Nrc.sh"
Use this simple HTML template to generate invoice PDFs to send to your customers.
This template demonstrates some features of the Liquid templating language. Liquid allows you to add powerful logic and conditions to your templates:
* Calculating the total amount for all invoice items.
* Formatting the invoice number with leading zeros.
* Using the current date as the invoice creation date.
* Calculating a due-date for the invoice that is 30 days in the future.
Paste these commands into your terminal to run a script that will generate a new PDF.
curl -fSL "https://sync.api.docspring.com/api/v1/templates/tpl_TrmdePAbxjKpbs2s93/submissions" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-d '{
"data": {
"date": "2011-08-19",
"payer": {
"title": "culpa ad labore elit",
"name": "Sheldon Effertz",
"email": "[email protected]"
},
"items": [
{
"description": "non",
"amount": 39799.61988298651
},
{
"description": "ea officia anim do aliqua",
"amount": 4523.488277436893
},
{
"description": "mollit et",
"amount": 29819.66400619695
}
],
"invoice_number": 1
},
"test": false,
"metadata": {}
}'
Use Form W-9 to provide your correct Taxpayer Identification Number (TIN) to the person who is required to file an information return with the IRS to report, for example:
- Income paid to you.
- Real estate transactions.
- Mortgage interest you paid.
- Acquisition or abandonment of secured property.
- Cancellation of debt.
- Contributions you made to an IRA.
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_KnCMamggR6tPShCatp/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_KnCMamggR6tPShCatp.sh"
bash "/tmp/docspring_tpl_KnCMamggR6tPShCatp.sh"
Use Schedule C (Form 1040) to report income or loss from a business you operated or a profession you practiced as a sole proprietor. An activity qualifies as a business if:
- Your primary purpose for engaging in the activity is for income or profit.
- You are involved in the activity with continuity and regularity.
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_7qRy7MNqPbDhzgmL3e/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_7qRy7MNqPbDhzgmL3e.sh"
bash "/tmp/docspring_tpl_7qRy7MNqPbDhzgmL3e.sh"
Individuals use Form 1040 to file their annual federal income tax return.
Tax FormPaste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_JbR7geJhqXgpdsFKHL/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_JbR7geJhqXgpdsFKHL.sh"
bash "/tmp/docspring_tpl_JbR7geJhqXgpdsFKHL.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_ZYT7JmsP3dsNeDmKJA/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_ZYT7JmsP3dsNeDmKJA.sh"
bash "/tmp/docspring_tpl_ZYT7JmsP3dsNeDmKJA.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_TPEeF3bmLFgj7fG546/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_TPEeF3bmLFgj7fG546.sh"
bash "/tmp/docspring_tpl_TPEeF3bmLFgj7fG546.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_bnGjqTfS2T4EYMGdyA/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_bnGjqTfS2T4EYMGdyA.sh"
bash "/tmp/docspring_tpl_bnGjqTfS2T4EYMGdyA.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_5rKFKk7a3N5EybhsrN/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_5rKFKk7a3N5EybhsrN.sh"
bash "/tmp/docspring_tpl_5rKFKk7a3N5EybhsrN.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_kTSgNmFSctyMAmX3JD/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_kTSgNmFSctyMAmX3JD.sh"
bash "/tmp/docspring_tpl_kTSgNmFSctyMAmX3JD.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_CLgAADjTHzhbxaseMH/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_CLgAADjTHzhbxaseMH.sh"
bash "/tmp/docspring_tpl_CLgAADjTHzhbxaseMH.sh"
Paste these commands into your terminal to run a script that will generate a new PDF.
# This template has a lot of fields, so you'll need to download and run this bash script:
curl -sfSL "https://app.docspring.com/api/v1/templates/tpl_ntdqnCSE479bFXcyGK/curl_example.sh" \
-u "api_nXerNcJM5LRThDXgka:9pAJQZb5mYQZHjQHjZCQJJ9hxSPGL9ZAYc3QFxgQCE" \
-o "/tmp/docspring_tpl_ntdqnCSE479bFXcyGK.sh"
bash "/tmp/docspring_tpl_ntdqnCSE479bFXcyGK.sh"
Fillable fields are imported automatically. For a flat or scanned PDF, drag fields onto the page in the template editor.
Name each field and set its type. Every template gets a JSON schema, so bad data returns a clear error instead of a wrong document.
Send JSON to our API or SDKs and download the finished PDF, or share a hosted form that fills the PDF for you.
A REST API with official SDKs in 9 languages: Ruby, Python, JavaScript, TypeScript, PHP, C#, Java, Go and Elixir.
Every template gets a web form that you can share as a link or embed on your site. Each submission becomes a filled-out PDF.
Send someone a hosted or embedded form to check their details and sign. Every signed PDF includes an audit trail.
Webhooks tell your app when a PDF is ready. You can also connect Zapier, n8n, Node-RED, Bubble or Parabola, or save PDFs to your own S3 bucket.
DocSpring has completed a SOC 2 Type II audit and is GDPR and HIPAA compliant.
You choose US or EU data residency when you sign up.
We sign Business Associate Agreements (BAAs) on request.
Yes. Our template library includes the W-9 and W-8BEN, or you can upload your own copy. Send the payee's details as JSON and DocSpring returns the completed form as a PDF.
Yes, with Data Requests. The vendor opens a hosted or embedded form, enters their taxpayer details and signs. DocSpring fills the W-9 and adds an audit trail to the signed PDF.
Yes, for the copies you send to recipients. A batch request generates up to 50 forms, each with its own payee and amounts. The IRS doesn't accept printouts of Copy A from a downloaded PDF, so file that copy electronically or on the official red-ink form.
Upload the new revision to the same template and adjust any fields that moved. If the field names stay the same, your code keeps working.
Yes. Write the invoice in HTML and CSS, and use Liquid to loop over line items and show totals. DocSpring renders it to PDF with headless Chrome, so it looks the same as it does in your browser.
Yes. Both are fillable IRS PDFs. Map them once, fill them with each client's details, and send the form to the client to sign with a Data Request. The IRS only accepts electronically signed 8821s and 2848s through its online submission tool, so upload the signed PDF there instead of faxing or mailing it.
Submission data is encrypted at rest with AES-256, and DocSpring has completed a SOC 2 Type II audit. You can also set a template to delete submission data and generated PDFs automatically after a set time.
Sign up for a free trial and try out DocSpring with your own PDFs.
DocSpring has been the PDF engine at the core of iENROLL for more than five years, and we couldn’t be happier. Of all the solutions we evaluated, it was the most capable and had the richest API, and it has only gotten better with each release. But what has made the biggest difference is the team. They go well beyond support. They’ve built a real relationship with us and are invested in our product’s continued success.
DocSpring's simple API and client library was fast to integrate, flexible to our needs, and well documented. Using your service has allowed Harvust to iterate faster and deliver the best product to our growers.
DocSpring has been great! We had to do a lot more PDF template iterations than we originally planned, and being able to do those from your interface was a lifesaver. When a PDF fails because we didn’t send the right payload, the detailed error messages you provide have been very helpful.
I spent a good two days trying to integrate with one of your competitors, and came away frustrated because it still wasn’t working. I was up and running with DocSpring in thirty minutes.
DocSpring has been the PDF engine at the core of iENROLL for more than five years, and we couldn’t be happier. Of all the solutions we evaluated, it was the most capable and had the richest API, and it has only gotten better with each release. But what has made the biggest difference is the team. They go well beyond support. They’ve built a real relationship with us and are invested in our product’s continued success.
DocSpring's simple API and client library was fast to integrate, flexible to our needs, and well documented. Using your service has allowed Harvust to iterate faster and deliver the best product to our growers.
DocSpring has been great! We had to do a lot more PDF template iterations than we originally planned, and being able to do those from your interface was a lifesaver. When a PDF fails because we didn’t send the right payload, the detailed error messages you provide have been very helpful.
I spent a good two days trying to integrate with one of your competitors, and came away frustrated because it still wasn’t working. I was up and running with DocSpring in thirty minutes.
