When you're ready to add a tax information in for a vendor, you can enter in their information from your Routable dashboard.
🔐 Team members with an administrator, creator, or vendor and customer manager role will be enter tax information in for vendors.
Quick Links
Enter W-9 tax information for a domestic vendor (US only)
To start, navigate to Companies > Vendors and choose the vendor you want to add tax information for.
On the vendor's company page:
(1) go to the Tax and Docs tab
(2) click the Add tax form button to open the tax entry form.
In the tax entry form, upload and add the form to the vendor's tax records.
Upload completed and signed W-9 forms from the IRS.
Forms MUST be PDFs
Maximum size is 2MB
Date uploaded form was signed
You must select the date W-9 form was signed.
Note: this date may be different from the date you're submitting the form.
To finish uploading the form, click the ☑️Add tax form button at the lower-right of the form.
Once you have added the new tax info, you will see an update in the tax records.
Enter W-8BEN or W-8BEN-E tax information for an international vendor (personal and business)
📝 For information about filling the W-8BEN or W-8BEN-E forms for international vendors (personal and business), learn more here.
To start, navigate to Companies > Vendors and choose the vendor you want to add tax information for.
On the vendor's company page:
(1) go to the Tax and Docs tab
(2) click the Add tax form button to open the tax entry form.
In the tax entry form, upload and add the form to the vendor's tax records.
Upload completed and signed W-8BEN or W-8BEN-E forms from the IRS.
Forms MUST be PDFs
Maximum size is 2MB
Date uploaded form was signed
You must select the date W-8BEN or W-8BEN-E form was signed
Note: this date may be different from the date you're submitting the form.
To finish uploading the form, click the ☑️Add tax form button at the lower-right of the form.
Once you have added the new tax info, you will see an update in the tax records.
