How to Make Changes to Your W9 Tax Form in Tipalti

This article provides instructions on how to make changes to your W9 form in Tipalti. 

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Step 1: Access Tipalti

Please access your account on Tipalti to make changes to your W9 form. After logging in, the default page is Payment Details. Choose “Next” until you get to the Tax Forms

 

Then click the link where it says, “Manually enter the W9 tax info here.”

 

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Step 2a: Change Your Business Name

You can change your business's name under the Business Name/Disregarded Entity Name section of the W9. 

NOTE: Your individual or business name should be listed under Name (individual or company name as shown on your tax return) and Business Name/Disregarded Entity should be BLANK.

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Step 2b: Change the Entity Type

You can change the entity type on the W9 by choosing one of the entity types that is listed below.

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Step 2c: Change Your Address

You can make the necessary corrections under the address section of the W9.

NOTE: Please note that the street number and street name should be listed together on Address 1.

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Additional Instructions on Updating Banking Details

If you need to update your Banking details or change your personal bank to a business bank, please access Payment Details and change the Payment Method by selecting the edit button. 

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Video Demonstration

Please review this video for more information on the registration process with Tipalti.

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