Overview
The Documents page in Tools is where you pull W9s from every agency you work with, so you can file 1099s, satisfy audit requests, and onboard new vendors without chasing each agency one at a time. The page surfaces W9 forms in a single sortable table, lets you expand any row to read the parsed contents of the form, and offers one-click view, one-click download, and a bulk-archive option that bundles every available W9 into a single download.
What is the Documents Page?
The Documents page consolidates the W9 forms your associated agencies have uploaded to Turris, so your finance and compliance teams can retrieve and read any agency's tax form on demand instead of opening agency profiles individually.
Who uses it. Finance, accounts payable, and compliance staff at upstream entities (carriers, MGAs, wholesalers). It is the page they reach for during tax season (1099 preparation), during a vendor or regulatory audit, or when onboarding a new agency relationship that requires an existing W9 on file.
Key capabilities:
Find any associated agency's W9 in one alphabetized list without leaving the Tools menu.
Expand a row to read the form's parsed fields (name, tax classification, address, taxpayer ID, and signature) without opening the PDF.
Open a W9 in a new browser tab to confirm the form matches the agency before saving anything to your machine.
Download a single agency's W9 directly to your device when you only need one file.
Prepare a single bulk archive of every available W9 to feed into 1099 batch processing or hand off to auditors.
Cross-check each agency's FEIN or SSN against the form before submitting it to tax authorities.
Accessing the Documents Page
Open Left sidebar → Tools → Documents. The page opens with the W9 tab selected by default and the W9 table loaded.
The header inside the W9 tab shows the section title W9 Documents with a sub-line of the form <count> documents available (or 1 document available when only one exists). The bulk download controls sit on the right side of the header, and the W9 table fills the rest of the card.
What's visible on the W9 table:
Column | Description |
(unlabeled expand column) | A chevron button at the start of each row. Click it to expand an inline panel showing the parsed contents of that agency's W9 (see Reading a W9's Parsed Details below). The chevron rotates to point up while the panel is open. |
Agency Name | Legal name of the associated agency that uploaded the W9. The table is sorted ascending (A → Z) by this column on first load. |
FEIN or SSN | The taxpayer identification number Turris has on file for that agency. Shows the FEIN when one is on file; falls back to a masked SSN (with an eye icon you can click to reveal) when the agency is a sole proprietor or individual who supplied an SSN instead; shows a dash when neither is on file. |
(unlabeled actions column) | A three-dot menu (the ⋯ icon) at the end of each row exposing the View and Download actions for that agency's W9. |
To open a single W9, click the three-dot menu at the end of the row (under the unlabeled actions column) and choose View or Download. There is no separate detail page; every action is row-scoped or page-scoped, and the parsed form details appear inline when you expand the row.
Note: If your associated agencies have not uploaded any W9s yet, the page renders an empty-state card with the title No W9 Documents and the message "There are no W9 documents available from your associated agencies." The header, buttons, and table do not appear in that state.
Viewing or Downloading a Single W9
When you'd do this. You only need one agency's W9. For example, a finance team member is finalizing a 1099 for a specific producer and needs to confirm the form on file matches the EIN they entered.
Locate the agency row in the W9 Documents table. Click the Agency Name column header to flip sort direction if needed.
Click the three-dot menu (the ⋯ icon) at the end of the row.
Choose one of the following from the menu:
View opens the W9 in a new browser tab. Use this to eyeball the form before saving anything locally.
Download triggers the file download in the current tab and saves the W9 directly to your device.
Tip: Use View first when you are not sure the right form is on file. The W9 opens in a new tab so you do not lose your place in the table.
Reading a W9's Parsed Details
When you'd do this. You want to confirm a single field (the legal name, the tax classification, the EIN, or whether the form is signed) without downloading the PDF and reading it line by line.
Click the chevron button at the start of the agency's row. The row expands into an inline panel directly beneath it.
Read the parsed fields, then click the chevron again to collapse the panel.
The panel lays out the fields Turris parsed from the uploaded W9, grouped to match the IRS Form W9 sections. Any field Turris could not read from the form shows a dash.
Section | Fields shown |
Filer (lines 1-2) | Name (line 1), Business name (line 2). |
Tax classification (line 3) | Federal tax classification (Individual, C Corporation, S Corporation, Partnership, Trust/Estate, LLC, or Other), LLC sub-letter (C / S / P), Other description, and whether the filer has foreign partners, owners, or beneficiaries (line 3b). |
Exemptions (line 4) | Exempt payee code, FATCA reporting exemption. |
Address (lines 5-6) | Address, City/state/ZIP. |
Account numbers (line 7) | Account number(s). |
Taxpayer identification number (Part I) | SSN (masked, with an eye icon to reveal) and EIN / FEIN. |
Certification (Part II) | Signature present, shown as a green check, a red cross, or a dash (see Reading the Status Indicators below). |
Note: The parsed values are what Turris extracted from the uploaded document. Use View or Download to read the original W9 when a parsed field is blank or you need to confirm a value before filing.
Preparing a Bulk Download
When you'd do this. You need every W9 at once. For example: year-end 1099 batch processing, an external audit request, or a state filing that requires every producer W9 on hand. Going row by row is impractical at that scale.
Click Prepare Bulk Download in the top-right of the W9 Documents header (the outline-style button with the cloud-download icon).
The button enters a loading state and its label changes to Preparing.... The button stays disabled while the archive is being assembled in the background. You can navigate away to other pages and come back; the preparation runs server-side.
When the archive is ready, a new Download (N) button appears immediately to the left of Prepare Bulk Download, where
Nis the number of W9s included.Click Download (N) to open the archive in a new browser tab and save it to your device. After the click the Download (N) button is removed, and Prepare Bulk Download becomes available again for the next run.
Note: The bulk archive always contains every W9 currently in the table. There is no per-row checkbox or filter applied to the archive; it is an all-or-nothing snapshot of the W9 table at the time of preparation.
Warning: If preparation fails, the page surfaces a red error toast with the failure message and the Prepare Bulk Download button becomes enabled again so you can retry. If a retry does not clear the error, contact support.
Filtering and Searching
The Documents page does not expose filter chips or a search box today. To locate a specific agency, sort and paginate the W9 table.
Filter / Control | Type | Purpose | Example use |
Agency Name column header | Sort toggle | Flip ascending or descending alphabetical order of agency names. | Need the bottom of the alphabet first? Click the header to reverse the default A → Z order. |
FEIN or SSN column header | Sort toggle | Sort by taxpayer ID ascending or descending. | Cross-checking IDs against a list from your tax team? Sort by this column to walk down both lists in parallel. |
Table pagination footer | Numeric paging | Step through larger result sets without scrolling. | Working with hundreds of associated agencies? Use page navigation to drill into the page containing the agency you need. |
The page-header line <count> documents available tells you exactly how many rows the table holds in total, including any not on the visible page.
Reading the Status Indicators
Three indicators on this page communicate state at a glance.
Indicator | Where it appears | Meaning | What to do about it |
Masked SSN with eye icon | FEIN or SSN column, and the SSN field in the expanded panel | The agency supplied a Social Security Number instead of an EIN. The digits are hidden by default. | Click the eye icon to reveal the full SSN when you need to copy or verify it; click it again to re-mask. Treat revealed SSNs as sensitive and avoid exposing them on a shared screen. |
Green check (Signature present) | Expanded panel → Certification (Part II) | Turris detected a signature on the W9. | No action needed; the form on file is signed. |
Red cross (Signature present) | Expanded panel → Certification (Part II) | Turris did not detect a signature on the W9. | Open the form with View to confirm. If it is genuinely unsigned, ask the agency to upload a signed copy before relying on it for a filing. |
Dash | Any parsed field, the FEIN or SSN column, or the Signature present row | Turris could not read or does not hold a value for that field. | Use View or Download to read the original document and confirm the value yourself. |
Frequently Asked Questions
Why is an agency missing from the W9 list? The list only includes agencies that have uploaded a W9 to their Turris profile. If a W9 is expected but the agency is not appearing, confirm with the agency that the form has been submitted on their side.
Why does the FEIN or SSN column show a dash for some agencies? A dash means Turris has neither a FEIN nor an SSN saved for that agency. The W9 itself may still contain a taxpayer ID; the dash only reflects the missing structured value, so expand the row or open the document with View to confirm.
Why does one agency show a masked number instead of a FEIN? Sole proprietors and individuals often file with a Social Security Number rather than an EIN. When that is the case, the column shows the SSN masked for privacy. Click the eye icon to reveal it.
How do I read a W9 without downloading it? Click the chevron at the start of the row to expand the parsed-details panel, or use View in the three-dot menu to open the original form in a new tab.
How do I download a single W9 without preparing the bulk archive? Use the three-dot menu at the end of the agency's row and choose Download. The file saves directly to your device with no bulk-preparation step.
How long does the bulk download take to prepare? Preparation time depends on how many agencies have W9s on file. The button stays in the Preparing... state until the archive is assembled, and the Download (N) button appears automatically when the server-side job completes, so you do not need to keep the page open while it runs.
Does the Documents page include policies, contracts, or other agency files? No. Only W9 forms are surfaced here today. Additional document types may be added as new tabs in future releases. To see other documents a specific agency has uploaded, open that agency profile directly.
Best Practices
Run a bulk download once per filing cycle. For 1099 season, audit requests, or quarterly compliance reviews, prepare a single bulk archive instead of downloading agency by agency; it saves time and gives you a consistent snapshot.
Expand the row before opening the PDF. When you only need to confirm a single field (the legal name, the EIN, or whether the form is signed), the inline panel answers the question faster than downloading the document.
Confirm the signature before relying on a form. A red cross in the Certification section means Turris did not detect a signature. Verify with View and request a signed copy if needed before attaching the W9 to a filing.
Cross-check the taxpayer ID against the form itself. The FEIN or SSN column shows the value Turris has indexed, not the value printed on the W9. Use View to confirm both match before filing anything to a tax authority.
Keep revealed SSNs off shared screens. The masked SSN protects sensitive data by default. Reveal it only when you need it, and re-mask it when you are done.
Need Help?
If you have questions about the Documents page or encounter any issues, contact our support team at support@turris.com.