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US tax rules require a W-9 (US persons) or W-8 (non-US persons) on file before you pay a partner. TrackRev collects these securely in the partner portal and surfaces each partner’s status in your dashboard.

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What partners submit

From their portal Settings, partners complete the Tax form card. They choose a form type and upload a completed, signed PDF: They also enter their legal name and tax residence country, and upload the signed form (PDF only, up to 5 MB). The card links out to the official IRS forms.
Uploaded forms are stored in a private bucket. Only you (the merchant the partner is enrolled with) can download them, via a short-lived signed link.

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What merchants see

On the Partners table, each partner shows a tax-form badge indicating whether a form is on file. When you need the document — for your accountant or 1099 filing — download it from the partner’s row; TrackRev generates a 60-second signed URL after confirming the partner is enrolled in one of your programmes.
TrackRev collects and stores tax forms; it does not generate 1099s for you. Use the collected forms with your own accounting/filing process.
Make tax-form collection part of onboarding. A partner without a form on file should be settled only after they submit one — the badge makes it easy to catch before a payout run.