View desktop instructions

View mobile app instructions
Submit Your Electronic Tax Document as a Partner

Published on: Mon, 3 Apr, 2023 at 12:29 AM | Updated on: Wed, 28 Aug, 2024 at 6:01 AM

In the left navigation menu, select [Menu] → Settings.
- Alternatively for Creator accounts, view Submit your Electronic Tax Document as a Creator.
Under the Finance section, select Tax Documents.
Select Submit Tax Document to submit or resubmit your tax documentation.
Select the option that best describes the Account Holder.
- Individual
- Entity

Fill out the rest of the details (see the required fields described below) and select [Checkbox] I confirm the information above is correct.

All information in the app with a * is mandatory.

Basic details reference

Field	Description
Are you a U.S Individual	Select Yes if you are: An individual who was born in the U.S., Puerto Rico, Guam, or the U.S. Virgin Islands, or who retains U.S. Green Card entitlement, or who has a parent who is a U.S. citizen. Select No if you are: An individual who was not born in the U.S., Puerto Rico, Guam, or the U.S. Virgin Islands, who does not retain U.S. Green Card entitlement, and whose parents are not considered U.S. persons. This will determine what tax form is provided to you so be sure to make the correct selection.
Unique Identifier	This field is system-generated and pre-populated. It cannot be changed.
First Name	Provide the first name of the individual.
Last Name	Provide the last name or surname of the individual.
Country of Citizenship [Non-US individuals]	Select your country from the drop-down menu.
Date of birth [Non-US individuals]	Select your birth date from the pop-up calendar.
Name of disregarded entity receiving the payments [Non-US individuals]	Enter the name of the person or entity receiving payment.

Tax Identification Numbers

Field	Description
U.S. TIN Type	Select the relevant Tax Identification Number SSN/ITIN U.S. TIN
U.S Tin	Provide your U.S. tax identification number Should be numerical 9-digit number (NNN-NN-NNNN)
Foreign TIN Country	If you are outside of the U.S. you will need to select your country from the drop-down menu to which your Tax Identification Number belongs.
Foreign TIN	If you selected a foreign TIN country, provide your foreign Tax Identification Number. You can select [Information] for more information on the required format for your country's TIN Note: Select Alternative TIN Format if the format of your TIN does not match the default format for your selected country.

Permanent residence address

Note: Make sure your name and mailing address are correct on your submitted tax form, as this is where we mail the Form 1099-MISC at the end of the tax year.

Field	Description
Country of residence	Select your country from the drop-down menu.
Address Street Number/Name	Provide the street number and name of your address.
Address Apt/Suite	Provide the suite or apartment number and name if applicable
City or town	Provide the name of the city or town your address is in.
State or province	Provide the name of the state or province your address is in.
ZIP or Postal code	Provide the ZIP or postal code number your address is in.
Yes or No questions	State whether or not your address is on a rural route, a post office box, or an In Care Of address and whether there is an alternative mailing address or not. If you select yes to an alternative address, you will be asked to provide the alternative address information.

Contact details

Field	Description
First Name	Provide the first name of the contact person.
Last Name	Provide the last name/surname of the contact person.
Email	Provide the email address you'd like to be contacted via.
Primary Contact Number	Provide the main cellphone or telephone number to contact.
Alternative phone number	Provide an alternative number to contact incase the primary contact number cannot be reached. You can add more than one alternative number.

Income Type/Code

Income type or code is requested as part of the tax form completion process for purposes of calculating withholding rates, where applicable, and to further determine how you should be taxed.

Due to services performed with impact.com, the income code will always be 17-Compensation.

All information in the app with a * is mandatory.

Basic details reference

Field	Description
Are you a U.S. Entity	Select Yes if you are: An Entity in the U.S., Puerto Rico, Guam, or the U.S. Virgin Islands. Select No if you are: An Entity not in the U.S., Puerto Rico, Guam, or the U.S. Virgin Islands area. This will determine what tax form is provided to you so be sure to make the correct selection.
Unique Identifier	This field is system-generated and pre-populated. You cannot edit this field.
Entity Name	Provide the name of the entity to which the tax information pertains.

Field

Description

Are you a U.S. Entity

Select Yes if you are:

An Entity in the U.S., Puerto Rico, Guam, or the U.S. Virgin Islands.

Select No if you are:

An Entity not in the U.S., Puerto Rico, Guam, or the U.S. Virgin Islands area.

This will determine what tax form is provided to you so be sure to make the correct selection.

Unique Identifier

This field is system-generated and pre-populated. You cannot edit this field.

Entity Name

Provide the name of the entity to which the tax information pertains.