If the newly linked customer require the Tax Profile to be completed, you will be immediately directed to the Tax Profile screen upon successfully linking the new customer.
If the supplier is returning to complete the Tax Profile at a later time, it can be accessed using the steps below.
To begin, select Profile on the left side panel > click Tax Profile.
Once completed, the Tax Profile screen will populate to select Create W-9, Create W-8BEN or Create W-8BEN-E.
| Note: Mandatory fields are identified by a red asterisk and must be completed before completing your Tax Profile. |
If you do not have the information and need someone else in your organization to complete the Tax Profile, a new Administrator user can be created by referring to help article Create & Manage Users.
W9 Example
Individual/Sole Proprietor
Insert applicable information in all fields mandatory fields, marked with a red asterisk.
If the supplier profile is designated as Individual, the profile will be tied to the supplier's SSN.
In the Business name/disregarded entity name field, insert supplier's first and last name.
In the Ownership Status Selection field, select dropdown > click Individual/sole proprietor or single-member LLC.
In the Type field, select EIN > and in Tax ID field, insert SSN.
Once all mandatory fields are completed, select Submit.
Company
Insert applicable information in all fields mandatory fields, marked with a red asterisk and must match what appears on the physical copy of the company W-9.
If the supplier profile is designated as Company, the profile will be tied to the supplier's EIN and company name.
In the Business name/disregarded entity name field, insert company name.
In the Ownership Status Selection field, select dropdown > click C Corporation, S Corporation, Partnership or Trust/estate.
In the Tax ID field, insert the company's EIN.
Once all mandatory fields are completed, select Submit.
| Note: If additional assistance is needed when completing the W-9, please click here to be directed to the IRS instructions for completing your W-9. |
Business Classifications
The Business Classifications field consists of Minority and Woman Owned Businesses (MWBE) and Income Types for your business, generally reported on a 1099 form. If none of the categories apply, select the dropdown arrow and select None.
Updating Tax Profile
To update your submitted tax details (e.g. adding a new Tax ID#), select Profile on the left side panel > click Tax Profile.
Once completed, the Tax Profile screen will populate to select a new Create W-9, Create W-8BEN or Create W-8BEN-E to update tax details.
| Note: Mandatory fields are identified by a red asterisk and must be completed before completing your Tax Profile. |
If you need to:
- Review what is currently on your tax form in Unimarket, select Submitted W-9, Submitted W-8BEN or W-8BEN-E tab on the Tax Profile screen.
Once all relevant information has been updated, select Submit at the bottom of the screen > the Submit pop-up box will appear to read and agree, by keying in first and last name in Name of Submitter field. Once completed, select Submit.
The updated/submitted tax form can be viewed, on Submitted W-9, Submitted W-8BEN or W-8BEN-E tab on the Tax Profile screen.
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Note: If you need to update additional company information, refer to help article: Updating Your Company Profile. |
I Can't Update My Tax Profile
If suppliers unable to select the desired tax form and the options are greyed out, on the Introduction tab.
This means there is a possibly a tax form in Progress.
To ensure the desired option appears to update the Tax form, click the "In Progress" tab.
Scroll to the bottom of the screen > click Delete > select the Introduction tab > click the desired tax form to complete.