Tax form and entity types

Tax form and entity types

The "Tax form type" and "Tax form entityAn entity can be a subsidiary, division, business unit, brand, etc. of your organization. Entities can have similar or different AP processes and workflows. type" fields are applicable only when the Taxation module is enabled. Select a category below to reveal the values for these fields.

The "Tax form type" is the type of tax form submitted by the payee.

  • W9

  • MANUAL_TAX_FORM

  • W8BEN

  • NON_US_DECLARATION

  • W8BENE

  • LOCAL_TAX_ID

  • W8EXP

  • NO_LOCAL_TAX_ID_DECLARATION

  • W8IMY

  • VAT_AND_TAX

  • W8ECI

  • VAT_ID

  • 8233

  • NO_VAT_ID_DECLARATION

The "Tax form entity type" is the type of payee entity selected on tax forms.

  • INDIVIDUAL

  • LLC_SCORPORATION

  • GOVERNMENT

  • CORPORATION

  • LLC_PARTNERSHIP

  • CENTRAL_BANK_OF_ISSUE

  • CCORPORATION

  • DISREGARDED_ENTITY

  • TAX_EXEMPT_ORGANIZATION

  • SCORPORATION

  • SIMPLE_TRUST

  • INTERNATIONAL_ORGANIZATION

  • PARTNERSHIP

  • GRANTOR_TRUST

  • PRIVATE_FOUNDATION

  • TRUST_OR_ESTATE

  • COMPLEX_TRUST

  • OTHER

  • LLC_CCORPORATION

  • ESTATE

  • UNKNOWN