Tipalti Help Center home page
  • 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
      • Payment methods coverage
      • 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
      • User reports
    • Security practices
      • Email security
      • Business continuity practices
      • Two-factor authentication
    • Detect
  • Integrations
    • 3rd Party Apps
      • Partner Platforms
      • SSO
    • ERPs
      • Sage Intacct
      • NetSuite 2.0
      • Microsoft Business Central
      • QuickBooks
      • Xero
      • Tipalti Connect
      • Acumatica
      • SAP B1
        • Setup
        • SAP B1 PO Matching
    • File Integration
      • Configure auto-sync settings
      • Import files
      • Export files
  • FAQs
    • General FAQs
    • User guide FAQs
      • Bill FAQs
      • Card FAQs
      • PO Matching FAQs
      • Payment FAQs
      • Detect FAQs
      • Taxation FAQs
      • Administration FAQs
      • Expenses FAQs
    • ERP FAQs
  • Release notes
  • Dev docs
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
      • Payment methods coverage
      • 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
      • User reports
    • Security practices  
      • Email security
      • Business continuity practices
      • Two-factor authentication
    • Detect  
      • Usability
      • Manage Payee risk
  • Integrations  
    • 3rd Party Apps  
      • Partner Platforms
      • SSO
    • ERPs  
      • Sage Intacct
      • NetSuite 2.0
      • Microsoft Business Central
      • QuickBooks
      • Xero
      • Tipalti Connect
      • Acumatica
      • SAP B1  
        • Setup
        • SAP B1 PO Matching
    • File Integration  
      • Configure auto-sync settings
      • Import files
      • Export files
  • FAQs  
    • General FAQs
    • User guide FAQs  
      • Bill FAQs
      • Card FAQs
      • PO Matching FAQs
      • Payment FAQs
      • Detect FAQs
      • Taxation FAQs
      • Administration FAQs
      • Expenses FAQs
    • ERP FAQs
  • Release notes
  • Dev docs
  1. Tipalti
  2. FAQs
  3. User guide FAQs
  4. Payee FAQs

Articles in this section

  • Payee FAQs
  • Payee information FAQs
  • Two-factor authentication
  • Payee status and settings FAQs
  • Supplier Hub
  • iFrame
    Skip To Main Content
    Account
    Settings
    Logout
    • placeholder
    Account
    Settings
    Logout
    Filter:
    Submit Search

        iFrame FAQs

        ClosedWhat does the payee need to do to register successfully in the iFrame?

        The payee needs to complete the following information on the "Payment Details" tab.

        1. Enter contact information (name and address)
        2. Select a payment method
        3. Submit tax forms (if the Taxation module has been enabled)

        For further registration details, click here.

        ClosedWhat are the payee's payment method options?
        • Direct deposit/ ACHAutomated Clearing House
        • eCheck/ Local bank transfer
        • Wire transfer
        • Check
        • PayPal
        • Prepaid debit card
        • Hold my payments

        Click here for details about each payment method.

        ClosedWhich US tax forms are provided in the iFrame?
        • US W-9 tax forms
        • US W-8 tax forms
          • W-8BEN
          • W-8BEN-E
          • W-8ECI
          • W-8IMY
          • W-8EXP
          • 8233

        For further information about tax forms, click here.

        ClosedDoes Tipalti collect local tax and VAT ID numbers from payees?

        Yes. Click here for details.

        ClosedDoes Tipalti check payee addresses before any payments are sent out?

        Yes. When payees complete their contact address, payment method address (for "Check" payments only), and tax form address in the iFrame, Tipalti validates the addresses to ensure accuracy. Click here for more information on the address validation process.

        ClosedCan payees upload documents to the iFrame for my review?

        Yes. Payees can upload documents to the "Documents" page on the "Payment Details" tab. Click here for information about additional documents that may be required.

        ClosedCan payees update their information at any time in the iFrame?

        Yes, as long as there are no restrictions on accounts. However, a change in any of the following information may erase banking information and/ or invalidate tax forms.

        • First name
        • Last name
        • Company name
        • Contact address country
        • Payment details country
        • Phone number

        Click here for further information about updating account details.

        ClosedCan payees track their invoices/ bills and see payment history in the iFrame?

        Yes. They can also download the information for their records. Click here for more details.

        • ZD.4.log-1212665864.zip
          20 KB Download
        Was this article helpful?

        We’d love the opportunity to improve. Submit your feedback.

        We’re glad you enjoyed the article!

        Have more questions? Submit a request
        Return to top
        Privacy Policy | Terms of Use | Payer/Sender Rights | Customer Assistance Policy
        LinkedIn Instagram Facebook Twitter YouTube
        Contact support