Update Tax Forms
Instructions
The Tax Form Collection page lets account holders review and update important tax-related information and lets account holders who are legal residents and citizens of the US (the US is your country of organization formation and organization registration) fill out or update an IRS Form W-9, Request for Taxpayer Identification Number and Certification or, if you are not a US legal resident and not a US citizen, IRS Form W-8.
To update tax forms:
- Click the User menu (head and shoulders icon in the top right corner) > Settings > Account Profile
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Click Profile.
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Click the edit (pencil) icon to the right of the entity.
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Click Tax Forms.
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Click the Update Tax Forms button for any forms that need to be updated.
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Make changes as needed and click Continue to proceed to the next page.
