When you're ready to collect tax information, you can send a request to an individual vendor or to all vendors from your Routable dashboard.

Quick links:

• Sending bulk requests

  • Vendors missing tax info
  • All eligible tax vendors

• Sending a request to a single vendor

• See what your vendors will see

How to send bulk requests for tax info from all vendors

From your dashboard navigate to Companies > Tax Tools tab.

In Tax Tools, use the Request Tax Info button at the upper-right to collect tax information in bulk. 

In the Vendors missing tax info section:

1. Click Request Tax Info to open the confirmation window.
2. Select "confirm" to email vendors that do not have tax information added to Routable for the current year. Vendors without a valid email address are excluded from the bulk request.

In the All tax eligible vendors section:

1. Click Request Tax Info to open the confirmation window.
2. Check the box to have vendors with existing tax information update their tax info. The option to send emails to vendors without tax information is selected by default.
3. Select "confirm" to send your invitations. Vendors without a valid email address are excluded from the bulk request.

Request tax information from an individual vendor

To start, head over to your Companies > Vendors page and choose the vendor you want to request tax information from.

On the company page, navigate to the Tax and Docs tab and click the Request from vendor button.

Then, your vendor should get an email to add their tax information. Once your vendor adds and submits their information, you will see the status of your request along with the date submitted and who submitted it. Admins will also have the ability to download the document and view the submitted tax information.

What will the vendor experience look like?

Once the request is sent, your vendor will receive an email inviting them to provide the appropriate tax information. You can see below what the invite email will look like and what the subsequent steps to submit their tax info will entail.