Managing tax information

Who is this article for?

This article will be useful to you if are a partner on PartnerStack looking to submit or obtain tax information for your commissions. 

Tax forms overview

PartnerStack does not deduct taxes from your commission at the time of withdrawal. When tax season arrives, any applicable forms (such as Form 1099-K) will be made available through your PartnerStack dashboard, Stripe, or PayPal account. Additionally, you can download withdrawal receipts directly from your PartnerStack dashboard at any time to assist with your personal tax reporting.

For more information on the available payment providers, see the Adding a payment provider support guide.

Fill out tax info to withdraw

Your tax-registered location (business address) must be added to withdraw your commissions regardless of the payout provider you use. This information is a mandate for compliance, reporting, and receipts.

To fill out your tax-registered location:

  1. Navigate to your Commissions tab at the top of your dashboard
  2. Select "Fill out tax info to withdraw"
  3. Fill out your tax information as prompted

    • The VAT / TAX ID section is an optional field and can be left blank if you do not have one

    • If you are an individual partner operating without a company, you can enter your own name (e.g. "John Smith") as the business name and provide your personal billing address for the required fields

  4. Click "Save and submit"

To view and update your tax-registered location:

  1. Click your profile icon in the top right corner of your dashboard
  2. Select "Team settings"
  3. Go to the Commissions tab
  4. Scroll down to Receipt details
  5. Click "Save" after updating your tax-registered location

 

Fill out tax form (W-8 or W-9 for direct deposit)

If you withdrew commissions via direct deposit in 2025 or plan to use it moving forward, you must submit a tax form to receive payouts. U.S. entities and individuals are required to complete a W-9, while non-U.S. entities and individuals must complete a W-8. 

Your W-8 or W-9 form will take less than 5 minutes to complete and covers information such as your first name, last name, and business information.

  • The W-9 form is for entities / individuals of the US with an SSN or TIN
  • The W-8 form is for non-US entities / individuals

Why do I need to fill out a W-8 / W-9 (even if I am not a US resident)?

PartnerStack is a US entity and is subject to tax reporting requirements set by the US Internal Revenue Service (IRS). This requires us to collect tax forms from all partners—both U.S. and non-U.S.—who withdraw commissions via direct deposit, and to issue 1099-K tax forms when applicable.

Please note that filling out a W-8 does not mean that you are required to file or pay U.S. taxes.

If you choose to withdraw your commissions using Stripe or Paypal, you will not be prompted to submit tax forms through PartnerStack. However, both Stripe and PayPal are also required to collect tax forms on their platforms.

Because PartnerStack does not deduct taxes at the time of your withdrawal, please consult a local tax professional for guidance on how to report your commission income in your home country.

To fill out your W-8 or W-9 tax form:

  1. Log into your account 
  2. Navigate to your Commissions tab at the top of your dashboard
  3. Select "Fill out tax form"
  4. Fill out the applicable W-8 or W-9 tax form

    • The VAT / TAX ID section is an optional field and can be left blank if you do not have one

    • If you are an individual partner operating without a company, you can enter your own name (e.g. "John Smith") as the business name

To locate this form later, click your profile icon in the top-right corner, select "Network Profile" from the drop-down menu, and then click the Tax Forms tab.

To update your W-8 or W-9 form:

  1. Log into your account
  2. Click on your initial or company logo in the top right-hand corner and select “Network Profile” from the drop-down
  3. Click on the Tax Forms tab
  4. Select Submit a new tax form under Tax details

How do I translate a W8 or W9 form?

The W-8 and W-9 forms in your PartnerStack dashboard are embedded using our direct deposit provider, Airwallex. These forms are provided by Airwallex in English only. To see translations of the W-8 or W-9 form, see the IRS website for the forms in Spanish, Chinese simplified and traditional, Korean, Russian, Vietnamese, and Haitian-Creole.

Troubleshooting W-8 and W-9 form submission errors

When submitting your W-8 or W-9 form please ensure you have a stable internet connection. If your connection times out while your form is being submitted.

W-8 or W-9 401 or "failed to initialize" error

If you encounter a "401" or "failed to initialize" error, please refresh your browser and resubmit your form. 

W-8 or W-9 Verification error

If you encounter a "verification error" there is an issue on your form with one of the following fields: 

  • name
  • address/state/province/country
  • TIN type or TIN
  • business name
  • jurisdiction of incorporation
  • birth date (W-8)

Please confirm your details are correct before amending your form. 

If you encounter any other W-8 or W-9 form submission errors, create a support ticket through your in-app chatbot, Patty.

How do I receive a 1099-K?

If you have filed a W-9 within the deadline and meet the requirements for a 1099-K, a 1099-K will be issued from your Tax Forms tab.

As per legislation, PartnerStack will provide and file a 1099-K to a partner who has BOTH of the following: 

  • $20,000 USD in gross payment volume from sales of goods or services in a single calendar year
  • 200 transactions - individual payments/ withdrawals from PartnerStack

To locate and download your 1099-K:

  1. Log into your account
  2. Click on your initial or company logo in the top right-hand corner and select “Network Profile” from the drop-down
  3. Click on the Tax Forms tab

Note: If you do not see a 1099-K in this section, you did not meet the required threshold to receive a form for the previous year.

How to get tax forms from Stripe

Per the IRS’s requirements, Stripe issues 1099-Ks to Stripe accounts associated with a unique Tax Identification Number (TIN) that have accepted at least 200 charges, totaling $20,000.00, or more, through their Stripe account.  Please see Stripe's support articles for more information on 1099-K forms:

How to get tax forms from PayPal

PayPal will track the payment volume of your account(s) to check whether your payment volume exceeds both of these levels in a calendar year:

  • $20,000 USD in gross payment volume from sales of goods or services in a single calendar year
  • 200 payments for goods or services in the same year.

For more information, please refer to PayPal's Help Centre directly:

If you have more questions about finding your tax forms, reach out to Stripe or PayPal directly.

Commission invoice receipts

If you require receipts for your tax purposes, these can be downloaded in-app following the steps below. 

Note: Tax or VAT are not taken off your commissions at the time of withdrawal. 

If you have questions on whether or not you should be claiming your earnings through PartnerStack, or questions on tax laws, speak to a local tax authority for further assistance.

To download a commission receipt:

  1. Log into your PartnerStack dashboard here 
  2. Click on your "Commissions" tab in your top menu bar
  3. In your Commissions table click on the "Withdrawals" sub-tab
  4. Click on the withdrawal you would like a receipt for
  5. In the window that opens, click "View Receipt"
    • Note: You will not be able to view or download your receipt until the withdrawal had been successfully deposited.
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  6. Your receipt will open in a new window. Right-click on the receipt, click "Print" set the destination as "Save as PDF" and click "Save"screencast%2B2023-04-25%2B14-52-36.gif

If you would prefer to consolidate all your receipts into one invoice to submit for your tax purposes, you can create one using the totals from your receipts, and an invoice template.