How to Correctly Enter Your W9 in Tipalti

Modified on Fri, 3 Oct at 2:59 PM

How to Correctly Enter Your W9 in Tipalti


If You File Your Federal Income Tax Return as an Individual  
Enter your name as it appears on your Social Security Card.


As you progress through the Tipalti set up, you will be able to view your W-9. Ensure the name listed on line one of the W-9 matches the name on your Social Security Card.  




If You File Your Federal Income Tax Return as a Business
Enter the name of your company as it appears on your SS4 or EIN confirmation.



As you progress through the Tipalti set up, you will be able to view your W-9. Ensure the company name listed on line one of the W-9 matches the company name listed on your SS4 or EIN confirmation. 



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