Page Comparison

1. Click Edit. The Edit W9 Form overlay appears with your Company Information pulled from your Profile.

2. (Optional) Enter your Legal name, Requester’s name and address, and Account number(s), where applicable.
   

   Note
   Once you are accepted into at least one client network, your Company Name and Tax ID cannot be edited through this method. You should contact our Support team to edit this information.

   
   

3. Indicate whether you are an Exempt Payee.
4. Under Part 2. Certification, in step 2, indicate your backup withholding status.
5. At the bottom of the form, enter your Signature and today's Date.
6. Click Save. 
   The W-9 form appears with the updated information.

1. On the left navigation menu, click Remittance. The Remittance page opens.
   
   
   The remittance location has been auto-filled with your company headquarters information.
   

2. (Optional) Click Edit to update the remittance location information if needed. In the overlay that appears, make necessary changes, and click Save.
   

   Tip
   You cannot delete the only remittance location. The Remove button is disabled unless you add another remittance location.

   
   

3. Click Add a Remittance Location.
4. Enter your Business Name, Address, Phone, and Email, as required, and then click Save. The remittance location is listed on the page.
5. Repeat steps 3–4 for every remittance location.

1. On the left navigation menu, click Sales Tax.
2. Indicate whether you do or do not collect and remit sales tax.
   1. To collect and remit sales tax:
      1. Click Add a New Tax Record.

      2. Enter a Registration Number and select a State/Province from the drop-down list.
         
         

         Note
         If your states/provinces are not listed, click Assign Trades to States to complete assigning your trades to regions.

         
         

      3. Click Add. The tax record lists on the page.
         
         
         
      4. Repeat steps 2.a.i–2.a.iii to list all sales tax records.
         
         
         

   2. To indicate that you do not collect sales tax:

      1. Click I don't collect or remit taxes.

You can have only one banking record setup for each country.

1. On the left navigation menu, click Banking. The Banking page opens.

2. Click Add Banking. The Banking Info overlay appears.

   

3. Complete all the required fields, and click Save. 
   Your banking information has been added to your profile.
   
   
   

It is important to complete My Account in order to invoice your clients. You will not be charged until your clients approve your invoices.

1. In the top-left corner of the page, click the menu icon, and then Administration > My Account. The Terms & Conditions page appears.
2. On the left navigation menu, click Manage Payment Method.
   
3. Click Add Payment Method. The Select Payment Method overlay appears. 
4. Select either Bank Transfer or Credit Card.
   
   1. Select Bank Transfer to pay by Electronic Funds Transfer (eCheck Direct Debit) from a bank account.
   2. Select Credit Card to pay by accepted credit/debit card.
      
      
      

5. Complete all the required fields.
   

   Warning
   title Important
   Enter the name exactly as it appears on the card. Pay close attention to middle names/initials and the company name. Enter the address exactly as it appears on the monthly statement. Pay close attention to abbreviations such as "St." vs. "Street", "Ave." vs. "Avenue" and "Blvd." vs. "Boulevard".

   
   

6. Click Authorize Payment if you selected Bank Transfer in step 4, or Submit if you picked Credit Card. 
   Authorize.net will verify your banking information or your credit card information to ensure accuracy.
   

   Info
   icon false
   Section Column width 80% ServiceChannel is an Authorize.net valued merchant, meaning the best in safety and security of financial data. Authorize.Net is committed to providing its merchant customers with the highest level of transaction processing security, safeguarding customer information and combating fraud. Column width 20%

   
   

7. When Authorize.net has completed payment authorization, you will receive a confirmation message. Click OK.
   Your payment method is listed on the page as the Primary Payment Method.
   
   
   Next, review your financial information in your profile.