> ## Documentation Index
> Fetch the complete documentation index at: https://doc.trackrev.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax forms

> Collect W-9 and W-8 forms from partners before you pay them, and download them when you need them.

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.

## What partners submit

From their portal **Settings**, partners complete the **Tax form** card. They choose a form type
and upload a completed, signed PDF:

| Form         | Who                   |
| ------------ | --------------------- |
| **W-9**      | US person or business |
| **W-8BEN**   | Non-US individual     |
| **W-8BEN-E** | Non-US entity         |

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.

<Info>
  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.
</Info>

## 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.

<Note>
  TrackRev collects and stores tax forms; it does **not** generate 1099s for you. Use the
  collected forms with your own accounting/filing process.
</Note>

<Warning>
  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.
</Warning>