Enable tax form collection (W-9/W-8BEN)

Allow affiliates to upload their W-9 (US persons), W-8BEN (non-US individuals), or W-8BEN-E (non-US entities) tax forms through their profile page.

To enable the setting:

  1. Open your affiliate program and navigate to Settings.
  2. Scroll down to the Payout settings section: 
  3. Toggle to Enable tax form collection (W-9/W-8BEN) and click Update: 

Partner view

When enabled, affiliate partners will have the option to upload tax forms in My profile section → Tax forms section: 

Where to access uploaded tax forms

There are two ways to access and view tax forms:

  1. When reviewing a payout request, or
  2. Through the partner profile.

Both methods are shown below.

1. Review forms in payout requests

Once a partner requests a payout, the form will be available for review:

  1. Navigate to Payouts → Requests to view the list of requested payouts.
  2. Click View details next to the payout request:
  3. Click on the tax form to view it: 

2. Access forms in the partner profile

Alternatively, you can find forms uploaded by a partner in their profile:

  1.  Find the partner using their name or email and open their profile: 
  2. Click the three dots in the top right corner and click Manage: 
  3. Switch to the Payout details tab. Here you'll find the Tax forms section, where you can view and manage the uploaded documents: