On my iMac, having that colon there causes the file to be saved in my home folder rather than on the Desktop. On my MacBook Air, the colon before the file name in Line 6 is essential to separate the folder name from the file name. If you want to use this script, you’ll probably want to change the file name, if not the folders, of these paths. Lines 4-7 get the paths to the template form (in Dropbox) and the currently non-existent filled-out form (which will be on my Desktop). Lines 1 and 2 get the date in the format I want to insert into the form. 3 That’s filled out by this AppleScript: 1: set today to current dateĢ: set dstamp to (month of today as text) & " " & (day of today as text) & ", " & (year of today as text)ĥ: set w9 to document file "Test W9.pdf" of folder "Dropbox" of home as textĦ: set neww9 to (desktop as text) & ":Test W9.pdf"ġ1: set stamp to make new text imprint with properties The only field that needs to be customized is the date next to my signature. I keep the template in my Dropbox folder so I can access it from either of my computers. This will be my base document, a template for all the customized W-9s I’ll be producing. Most of the form fields that need to be filled in-the company name, address, and EIN-never change, so I did that, leaving me with a document that looks like this: 2 It’s a four-page document, but three of the pages are instruction, so I deleted them from the document.
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Here’s how I’ve set things up.įirst, I downloaded a PDF of the form from the IRS and opened it in PDFpenPro. All I’ll be doing is running the AppleScript and emailing the filled-out form to the client. I’m convinced it’s a waste of time and effort, but if it makes them happy I’ll fill out the damned form.Īctually, from today forward, I won’t be filling out the W-9s-AppleScript and PDFpenPro will. Our clients don’t want to deduct backup withholding from their payments to us (and we certainly don’t want that, either), and having this form on file justifies their not doing so. This is the IRS form in which you certify that you’re not subject to backup withholding. The AppleScript automates the chore of filling out W-9 forms. And with the AppleScript I wrote today, I expect it to save me many more. 1 I bought PDFpenPro during a sale last month, and it’s already saved me a few of hours of fuss. But as the companies I work with began using PDFs more and more, the inefficiencies of using OmniGraffle began to grate on me. This worked fine as long as filling out PDF forms was a rare task. I already had OmniGraffle, and while it certainly wasn’t convenient to fill out PDF forms in OmniGraffle, I could do it.
The Swiss Army Knife of productivity is also included, Dropzone 4 Pro, which lets you move, copy, upload, launch, and more.Next post Previous post Automatic W-9s with PDFpen
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