Require W-9 form submission
Settings > General > Notifications & others > Affiliate review > Require W-9 form submission
Following the U.S. tax law and IRS regulations, it is a requirement for merchants to collect W-9 forms from all affiliates who are US citizens. It is a way for the government to ensure that taxes are being paid. Learn more about the W-9 form here: https://www.irs.gov/forms-pubs/about-form-w-9
To require your affiliates to fill out and send you the W-9 form, please enable the function by going to Settings > General > Notifications & others > enable Require W-9 form submission > Save changes.
After that, the option to enter tax information will show up in each of the affiliates' accounts (Affiliate admin > Settings > Tax information).
After the affiliate confirms that he/she is a US citizen, the 3 following steps will show up for the affiliate to follow:
Download the W-9 form (the file format is PDF)
Fill out the form
Upload the filled-out form
It is required to provide the affiliate's signature and date on the W-9 form. To sign the form, open the PDF file on a PDF reader software (such as Foxit Reader, Adobe Reader, etc.) and find the PDF sign tool.
After uploading the filled-out form, affiliates can either Review their W-9 form or re-submit the form.
Once an affiliate has submitted the W-9 form, you can see it from the merchant's side by going to Affiliates > click on an affiliate name > View the W-9 form.
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