How to submit your W-9

When you sign up to get paid, the first step is Tax Information. It asks for the same details as a W-9: your legal name, your Social Security number or EIN, your address and your signature. You can upload a W-9 PDF to fill it in for you. The businesses that pay you use these details to send you a 1099 at the end of the year.

Fill in the Tax Information step

1. Optional: under "Save time by uploading your W9 form", upload your W-9 as a PDF under 10MB. Cleo Pay reads it and fills in the form. Check every field it filled.
2. Under "What type of account are you setting up?", choose Individual if you use your Social Security number, or Business if you use an EIN.
3. Enter the Name of entity/individual exactly as it appears on your W-9.
4. Enter a Doing Business As (DBA) Name only if you trade under a different name.
5. If you chose Business, pick your Tax Classification, for example S Corporation, Partnership or an LLC option.
6. Enter your SSN Number or EIN Number: 9 digits, no dashes or spaces.
7. Enter your address. Tick Use different mailing address if you get mail somewhere else.
8. Sign under Signature. Choose Type and type your full legal name, or Draw and sign with your mouse or finger.
9. Tick the box to agree to the Terms of Service and Privacy Policy.
10. Click Create.

If the IRS check fails

Cleo Pay checks your name and tax ID number against IRS records. If they don't match, you'll see "Verification Failed" with the number of attempts you have left. Check the name and number against your IRS paperwork, fix them and click Retry Verification.

You get 3 attempts. After that you'll see "Verification Suspended". Email support@cleo-pay.com and we'll help you finish.

Update your W-9 later

1. Sign in at app.cleo-pay.com and go to Settings, then Company Details.
2. Next to "Business Details", click Edit Tax Info.
3. Change what you need in "Edit Tax Information" and click Save Changes.

To change your signature, click Edit next to Signature on the same page. Next to W-9 Form, you can click Download W-9 to get a PDF of what's on file, or Send W-9 to email it to someone.

Where to enter your tax ID

Only enter your SSN or EIN on the Cleo Pay site, after you've signed in at app.cleo-pay.com. If someone claiming to be Cleo Pay asks for it by email or text, don't reply. Forward the message to support@cleo-pay.com.