Page Comparison

We recommend that you complete all 3 sections, as ServiceChannel clients may require you to complete them for payment processing.

1. In Provider Automation, under the menu, click Administration > Financial Information. The Financial Info page appears.
   

This form is only available for contractors performing work in the United States.

You must complete the Company Information section of your profile before completing W-9 information as your Business Name, Type of Charter, Address and Tax ID Number/ EIN / SSN are pulled from that section. Completing the W-9 Form before the Company Information section will result in a system error.

Once you are accepted into at least 1 client network, your Company Name and Tax ID cannot be edited through this method. You must contact our Support team to edit this information.

1. On the Financial Info page, click W-9 Form. The W-9 Form appears.
2. Click Edit. The Edit W9 Form appears with the Business Name, Type of Charter, Address and Tax ID Number/ EIN / SSN pulled from your Fixxbook Profile.
3. (Optional) Enter a Legal name, Requester’s name and address, and Account number(s), if applicable.
4. (Optional) Indicate that you are an Exempt Payee, if applicable.
5. Under Part 2 Certification, indicate your backup withholding status.
6. At the bottom of the form, Sign and Date.
7. Click Save. The W-9 Form appears.
   

1. On the Financial Info page, click W-9 Form. The W-9 Form appears.
2. Click Edit. The Edit W9 Form appears with the Business Name, Type of Charter, Address and Tax ID Number/ EIN / SSN pulled from your Fixxbook Profile.
3. (Optional) Change the Legal name, Requester’s name and address, and Account number(s), if applicable.
4. (Optional) Change the Exempt Payee status, if applicable. In case you mark your business as Exempt Payee, select the applicable code from the drop-down list that appears.
5. Under Part 2 Certification, change your backup withholding status, if applicable.
6. At the bottom of the form, change the signature and date, if applicable.
7. Click Save. The W-9 Form is updated.

1. On the Financial Info page, click Remittance. The Remittance page appears.
2. Click Add a remittance location. The Add a remittance location overlay appears.
3. Enter the business name, address, phone number, and email. (Required fields are indicated by a red asterisk.)
4. Click Save. The list will populate with the new remittance location.

1. On the Financial Info page, click Remittance. The Remittance page appears.
2. Click Edit next to the desired remittance location. The Edit remittance location overlay appears.
3. Modify the desired fields.
4. Click Save. The list will populate with the modified remittance location.

1. On the Financial Info page, click Remittance. The Remittance page appears.
2. Click Remove next to the desired remittance location. The Remove remittance location overlay appears.
3. Click Remove. The remittance location is removed from the list.

You must Assign Trades to Regions before completing Sales Tax information as the State/Province field is pulled from that section. Completing the Sales Tax section before you Assign Trades to Regions will result in a system error.

1. On the Financial Info page, click Sales Tax. The Sales Tax page appears.
2. Select the I collect and remit taxes radio button.
3. Click Add a new tax record. The Add a new tax record overlay appears.
4. Enter the Registration Number as assigned by the desired state.
5. Select the State/Province to which the above Registration Number is assigned. (Note: Only those states/provinces you have setup and assigned to trades will appear in this list.)
   
   
6. Click Add. The list will populate with the new sales tax record.

1. On the Financial Info page, click Sales Tax. The Sales Tax page appears.
2. Click Edit next to the desired sales tax record. The Edit tax record overlay appears.
3. Modify the desired fields.
4. Click Save. The updated sales tax record appears in the list.

1. On the Financial Info page, click Sales Tax. The Sales Tax page appears.
2. Click Remove next to the desired sales tax record. The remove sales tax record overlay appears.
3. Click Remove. The sales tax record is removed from the list.

1. On the Financial Info page, click Sales Tax. The Sales Tax page appears.
2. Select the I don’t collect or remit taxes radio button.
   

1. On the Financial Info page, click Banking. The Banking page appears.
2. Click Add banking button, the Banking info pop-up appears. 
3. On the Banking info pop-up, fill out the required information, click Save. 
4. Your banking information has been added to your profile.