W-9 Forms

Review and manage W-9 tax forms submitted by your affiliates. Approve valid forms to keep your program compliant with IRS reporting requirements.

Overview

U.S.-based affiliates must submit a W-9 form before receiving payouts above the IRS threshold. AFFY collects this information on your behalf. You review and approve or reject each submission directly from the Partners page — no separate Tax Management section required.

W-9 forms apply only to U.S.-based affiliates. Affiliates whose address country is not set to the United States will not be prompted to submit a W-9.
Affiliates' Tax Identification Numbers (TIN/SSN/EIN) are encrypted at rest. You will only see the last 4 digits when reviewing a form.

Reviewing W-9 Forms

W-9 review is integrated directly into the partner detail view on the Partners page.

Open the Partners page

Navigate to Partners in the sidebar.

Open a partner's detail view

Click the ⋯ menu on any partner row and select View or Edit. The partner detail modal opens.

Scroll to Tax Compliance (W-9)

The Tax Compliance (W-9) section is below the Commission Settings panel. It shows the current W-9 status and, if a form has been submitted, all form details:
  • Legal name and business name
  • Tax classification (individual, LLC, corporation, etc.)
  • Mailing address
  • Masked TIN — last 4 digits only
  • Submission date

Approve or Reject

For forms in Submitted status, two action buttons appear:
  • Approve W-9 — marks the form approved, generates a PDF, and clears the affiliate for payouts. An approval email is sent automatically.
  • Reject — opens a dialog to enter a rejection reason. The affiliate receives an email with your reason and a link to resubmit.

Form Statuses

DraftStarted by the affiliate but not yet submitted
SubmittedAwaiting your review
ApprovedAffiliate is tax compliant and eligible for payouts
RejectedCorrections requested — affiliate notified by email

Common Rejection Reasons

When rejecting a form, select or enter a clear reason so the affiliate knows exactly what to fix.

Name does not match program records
TIN format appears incorrect
Mailing address is incomplete
Signature is missing or unclear
Business name required for LLC / Corporation
Affiliates with no approved W-9 on file may be blocked from receiving payouts depending on your program settings. Make sure to process the review queue regularly.