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Submit Your Electronic Tax Document as a Partner

  1. In the left navigation menu, select ellipsis-v-solid.svg [Menu] → Settings.

  2. Under the Finance section, select Tax Documents.

  3. Select Submit Tax Document to submit or resubmit your tax documentation.

  4. Select the option that best describes the Account Holder.

    • Individual

    • Entity

  5. Fill out the rest of the details (see the required fields described below) and select square-regular.svg [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 icons8-info.svg [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.

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  6. Select Continue.

  7. You'll receive a 6-digit confirmation code. Copy this code and keep it on hand as you will need it to complete the process.

  8. Below the code, select a security question and provide the answer in the field to the right. This will serve as a backup in the case that you forget or lose your confirmation code.

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  9. Select OK.

  10. Next, select the relevant tax form to fill out and sign. Select Continue.

    Note: Refer to the electronic tax documents overview help article for additional information regarding tax form differences and criteria for filling out W-8 and W-9 tax form information. There is also a guide on the tax selection page to assist in making the right selection.

  11. Depending on your choice, fill out the relevant information required.

  12. Select the yellow View Form tab to the far right. This will allow you to view the information and download the form to save a copy of it.

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  13. Select Continue.

  14. Certify your submission by selecting the relevant boxes, then select Continue.

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  15. Provide your full name for the signature and input your 6-digit confirmation code that you received in step 7. Input the date and select square-regular.svg [Checkbox] I confirm my acceptance of the above declarations.

    Note: Your signatory name should match the name provided on your tax form.

  16. Select Submit electronically.

  17. Next confirm your electronic submission declaration and consent to whether or not you'd like to receive a recipient statement electronically. Then select Submit electronically.

  18. From here, impact.com's team will validate the information against data on file. Once your submission is successful, the banner message about validation will be removed.

  19. Select Download PDF to download a copy. Alternatively, select Exit icons8-right-arrow-16.svg.

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