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Sign in
  • Get started  
    • Onboarding tools  
    • Video tutorials  
    • Live training  
  • User guide  
    • Log into the Tipalti Hub
    • Administration  
      • Administrative operations
      • User roles
    • Multiple entities
    • Funding  
      • View funds required
      • Fund Tipalti accounts
      • Multi-FX  
        • Currency cutoffs and validations
    • Payees overview  
      • Search payee information
      • Manage payee status and settings
      • iFrame/ Supplier Hub
      • Manage Supplier Hub payees
      • Documents review
    • Taxation  
      • US tax forms
      • Tax form expiration
      • Tax withholding  
        • Withholding rates
        • Income types
        • Tax form and entity types
      • Certificate of No US Activities
      • Additional documents
      • Non-US tax collection
      • Tax form statuses
    • Procurement  
      • System overview
      • Create and track purchase requests
      • Approve purchase requests
      • Mark goods and services as received
      • Vendor registration
      • Send PO PDF
      • Back office  
        • Set reminders
        • Run parallel PR/ vendor approval
        • Emails
        • PO PDF customization
        • Upload budget
        • Customize Procurement forms
        • Contract repository
      • Workflow integrations
    • PO Matching  
      • Matching process
      • Handle matching exceptions
      • Bill routing
      • Matching policies
      • Bill coding
      • Bill approval for PO-backed bills  
        • Approvable bills
        • Non-approvable bills
        • PO updates
      • Prepayments (NetSuite 2.0)
      • Track and match a dropship invoice  
        • Set payees up as dropship vendors
        • Upload and match a dropship invoice
    • Bills  
      • Bill flows
      • Usability
      • Add invoices
      • Manage bills
      • Add comments and files to bills
      • Bill approvers  
        • Invoice processing approvals  
          • Email security
      • Tax collection in Bills
      • Bill statuses
    • Tipalti Expenses  
      • Get started
      • Create and submit expenses
      • Manage and approve expenses
      • Reimburse expenses
      • Connect your corporate cards
    • Tipalti Cards  
      • Funds flow
      • Manage cards
      • Card transactions overview
      • Process transactions
      • ERP sync
      • Credit card statement report
    • Submitting payments
    • Payment information  
      • Payment statuses
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      • Payment methods coverage: US and ROW
      • Payment methods coverage: UK and EU
      • Payment error codes
    • Generate reports  
      • Smart report builder
      • Payment reports
      • Bill reports
      • Payee reports
      • Tax reports
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    • Detect  
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  1. Tipalti
  2. [Hidden] Operations Direct Links
  3. AnswerBot Pilot
  4. Taxation FAQs

Articles in this section

  • How are payee tax forms collected?
  • How can we ensure that payees have access to the relevant tax forms for our operating units?
  • What if a payee does not know which tax form to complete?
  • Do dates of birth need to be collected on tax forms?
  • How do I know if a payee has completed the required tax form?
  • Which US tax forms are available to payees?
  • What are the withholding rates for income that is US sourced?
  • Are payees required to provide additional documents when submitting tax forms?
  • What other compliance information may be required by payees when filling in tax forms?
  • Does Tipalti collect tax and VAT numbers?
See more

Tipalti assigns tax form and document statuses in the Tipalti Hub so that you can track progression. These statuses display on the TAX INFO row on the "Payees" tab.

Find payee tax information

The following information is only relevant if you are using the Taxation module.

Required user role View Payees

On the payee record, you can view payee tax information, such as tax form status, tax form type, tax ID and date submitted.

  1. Search for the payee.
  2. Refer to the TAX INFO row for tax information (you may need to click Drop-down arrow at the end of the row to reveal further tax information).
  3. A "+More" button in the TAX INFO row indicates there is more information that can be viewed. Click +More. A "Tax form details" dialog displays the information. Depending on the type of tax form submitted by the payee, you can download the form from the dialog.
     

Different tax details display based on the payer configuration and the payee details.
US: Details of W-8/ W-9, Non-US Declaration and other forms (e.g., 8233) display
Non-US: VAT and tax numbers display (when applicable)

Click here for descriptions of tax form and document statuses.

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