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W-9/W-8BEN Tax Form Collection

W9 and W8 BEN Tax Form

Louis Anghel avatar
Written by Louis Anghel
Updated over a week ago

FirstPromoter allows you to upload your W-9/W-8BEN tax forms directly from the affiliate dashboard.

If you are doing the payout via PayPal, this is not required since PayPal will automatically handle collecting W-9/W-8BEN/1099 forms.

As a US company, you'll be able to ask your affiliates to upload the W-9 or W-8BEN tax forms.

This feature is not enabled by default, you need to enable it from Settings page (click the top-right button) > Others tab.

Once enabled, affiliates will have on their dashboard, right above the referral link, a section asking to upload those documents, like in the image below:

Both title and description can be modified from Campaigns > campaign menu > Configure promoter dashboard > W-9/W-8BEN upload section.

Link to uploaded documents are available on the promoter page (after clicking the promoter name) on 'View more details' link on top-right panel. They are also available when you export the promoters by CSV.

Promoters that don't have the documents uploaded will have a small warning icon next to their name on Payouts section so you can avoid paying them (if that's required), like in the image below:

If you want to speed up the process for current affiliates, we recommend to send them an email to let them know they can upload the documents on their dashboard.

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