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How to make your referral program tax compliant

How to make your referral program tax compliant

This whitepaper dives into what you need to know in order to keep your referral program tax compliant. Discover when you should collect tax information, what dictates which forms you need and how to go about making the collection of that information as easy as possible for your advocates.

A Sneak Peek

This paper answers:

1. When is a W-9 form required?

2. When is a W-8 form required?

3. What is the difference between a W-8BEN and W-8BEN-E?

4. When do I send a 1099 to an advocate?

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