Completing your registration with Tipalti

This article provides answers to common questions from therapists completing their registration with Tipalti and provides answers to questions you might have regarding logging in, updating your bank account, and finding your invoice.

Video Demonstration

Note: We're now Rula! You may still hear Path in our videos from time to time and we appreciate your patience while we continue to update our content to align with our new name.

This is an instructional video on the Tipalti Registration Process.

Where do I login?

After the initial registration, you can use the links below to log in:

Do I include Rula for the business name?

No, please use your tax identification number (TIN) - which may be your social security number (SSN) or employer identification number (EIN).


Do I check off individual/sole proprietor?

For “step 1” (address) below, you will select "Individual or Company" based on your tax filing.

step_1_tipalti.png

For “step 3” (tax forms) match what was entered in “step 1” (address).

  • You will use your own information based on your filings with the IRS.
  • If you received an EIN letter from the IRS, it will also show you what you file as.

Note: this needs to be precise - even a "." or "," in the wrong place can prevent it from being validated.

If you need further assistance, please consult a qualified tax adviser or attorney to receive advice for your particular situation.


Updating your bank account

First login to Tipalti:

 

Under payment details, “step 2” you can click the edit button and follow the prompts to complete your payment information.

Payment_Details_Tipalti.png

Where can I find my invoice?

Please view the below video to learn more about Tipalti payments and invoices.

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