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