> For the complete documentation index, see [llms.txt](https://docs.uppromote.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uppromote.com/settings/tax-documents/w9-form.md).

# Require W-9 form submission

{% hint style="info" %}
Following the U.S. tax law and IRS regulations, merchants must collect W-9 forms from all affiliates who are US citizens. It is a way for the government to ensure taxes are paid. Learn more about the W-9 form here: [**https://www.irs.gov/forms-pubs/about-form-w-9**](https://www.irs.gov/forms-pubs/about-form-w-9)
{% endhint %}

To require your affiliates to fill out and send you the **W-9 form**, please enable the function by going to **Settings** > **Payment** > **Tax documents**, then enable **Require W-9 form submission**.

<figure><img src="/files/aAoY5UOhpmRY1FWBUyO4" alt="enable w-9 form submission" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
**Tip**: To ask your affiliates to submit W-9 form when signing up, you can add **W-9 form** field while customizing registration page. Please make sure to mark this field as required.
{% endhint %}

<figure><img src="/files/wR3thdNoxWbpTW4FNAix" alt="mark this field as required on the registration form" width="491"><figcaption></figcaption></figure>

The option to enter tax information will appear in each of the affiliates' accounts (**Affiliate admin** > **Settings** > **Tax information**).&#x20;

<figure><img src="/files/dzuwPYc7UqZeASyUuh1Z" alt="enter tax information as affiliate"><figcaption></figcaption></figure>

<figure><img src="/files/qTlS2TZiFSdbwVdSGbHl" alt="fill in the tax form"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note**: 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.
{% endhint %}

<figure><img src="/files/-MYJkOkvUG0dQeEsOXEP" alt="pdf sign tool"><figcaption></figcaption></figure>

Once an affiliate has submitted the W-9 form, you'll receive an email notification that contains their W-9 form. You can also see it from the *merchant's side* by going to **Affiliates** > click on an affiliate name > **View the W-9 form**.

<figure><img src="/files/DCN4JHgNMWEaPeHiI9KJ" alt="view the w-9 form"><figcaption></figcaption></figure>

You can also view the affiliates’ W-9 form submission status, please enable the W-9 form column via Custom columns on the Affiliates and Payments page.

<figure><img src="/files/5VjcNa3CwLoFMgYxEhIe" alt="enable w-9 form column"><figcaption></figcaption></figure>

<figure><img src="/files/rInA8HTa2p6vGC97HRnG" alt="filter in custom columns"><figcaption></figcaption></figure>
