W-9 Compliance is an opt-in feature for Advocate that helps you and your participants remain compliant with US tax law.
After W-9 Compliance is set up, you'll need to indicate when participants provide you with their W-9 form. You can either update individual participant profiles or perform a bulk user import to update the statuses of multiple participants.
Update an individual participant's W-9 status
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!
By default, participants are assumed not to have provided a W-9 form. If you previously marked a W-9 form as collected and want to change the status, you can do so on the participant's profile.
Changing a participant's W-9 status from collected to not collected will not retroactively convert into a pending state any earned rewards that exceed $599.99 USD.
Update multiple participants' W-9 statuses
This feature is only accessible to specific impact.com editions or add-ons. Contact us to upgrade your account and get access!You can use a bulk user import to mark W-9 forms as collected for multiple participants. Marking a participant's W-9 form as collected exempts them from the $599.99 USD reward limit for current and future tax years. If the participant has rewards that are pending because a W-9 was missing, then these rewards will automatically become available.
Use the following .CSV data to create a sample file:
accountId,id,firstName,lastName,email,referable,referralCode,paymentProviderId,locale,referredBy.code,referredBy.isConverted,imageUrl,customFields.province,customFields.postal 5ac26c53ead2245a935343d2,5ac26c53ead2245a935343d3,Sara,Reyes,j9lqxclgm4qdu84cphyh@example.com,,B0DK58Z3HEF03NJ14TVB,,ar_QA,6PKBDHB79W434XG788MM,false,,QC,P1X 4N3 5ac26c53ead2245a935343d4,5ac26c53ead2245a935343d5,Dominic,Blake,sxh96ct7caztbbqjsdyb@example.com,,E1THJUBSHVGANSC9OCEM,,,4AXZAV7FSA9S4FZKTCGT,true,,MB,S9C 4S9 5ac26c53ead2245a935343d6,5ac26c53ead2245a935343d7,Dora,Dunn,u5071o1fw6d0uhj12r8f@example.com,,NE8ZZSJNECOLFQ76TWBX,,,7NSJJWLWNYA3SS8YPEGZ,false,,AB,B4R 4V8 5ac26c53ead2245a935343d8,5ac26c53ead2245a935343d9,Francis,Walters,4i8jalsp0q5n8z2bui6g@example.com,,KEHV3PG3P6CWQ4VBT03Y,,th,3LBNN1M0UGNN6EGONUFW,false,,SK,J0X 4A8
To the sample file, add your participant data.
Add a column with the name
dateUsTaxFormSubmitted.For each participant whose W-9 you've collected, add the Unix time as a value for the
dateUsTaxFormSubmittedfield.You can find converters online to translate conventional date and time notation into Unix time, aka epoch time.
Follow the bulk import instructions to upload your file.