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Manage Financial Information

Manage Financial Information

The Financial Info page in Provider Automation allows you to manage pertinent financial forms and information. This is beneficial because you do not have to send physical copies of this information to your ServiceChannel clients, as those who require it can review it securely in your profile.

Quick Tips

  • We recommend that you complete and keep all sections of the Financial Info page up to date, as ServiceChannel clients may require you to complete them for payment processing.

  • Note that the Banking section is available to you only when at least one of your clients requires banking information. If the section is missing, it means you don’t need to enter banking details for compliance.

  • Once the W-9 form is signed, all fields become read-only. The signature date is automatically set to the date of signing and cannot be manually changed. 

  • To update any information on a signed W-9 form, US providers should formally re-sign the form.

How to Access Financial Info

 

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

The Financial Information page

There are 4 financial forms:

W-9 Form

Completing this IRS form allows your ServiceChannel clients to review and print it at anytime. ServiceChannel clients may print a copy of the form in the official IRS format, as needed, without you mailing or faxing a physical, paper form.

Remittance

As your Business Profile is linked to Service Automation, your remittance address is pulled from your Profile into Service Automation invoices. You may manage which remittance address appears on those invoices.

Sales Tax

Entering and managing this data alerts your clients that you collect and remit taxes, and that your tax information is compliant with state and local laws.

Banking

The banking section of Client Requirements is used to collect information so a client can pay you for work done in Service Automation. Only clients that enroll in ServiceChannel’s Payment Manager will use this requirement. Clients that do not use Payment Manager will request the information in another way.

When you don’t see the banking section, it means none of your clients require banking information for compliance.

Managing the W-9 Form

IMPORTANT

Outdated W-9 forms will be removed from ServiceChannel  

On July 31, 2025, to align with an IRS update to the W-9 form, all W-9 forms signed prior to June 26, 2024 will be removed from ServiceChannel. You need to complete and sign the updated version if you registered before June 26, 2024. 

WHO: US-based providers who signed the form prior to June 26, 2024 

WHERE: Financial Information section of your ServiceChannel account

WHAT: Complete and sign the updated version of the W-9 form

WHEN: July 31, 2025

WHY: To align with an IRS update to the W-9 form

You may add or edit any information on your W-9 form, in compliance with IRS rules.

You must complete the Business 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.

How to Edit the W-9 Form

 

Handle with care

To update any information on a signed W-9 form, US providers should formally re-sign the form. When providers try to edit the W-9 form, the Signature of U.S. person field is cleared, allowing providers to enter the new value; the Signature Date, in turn, is changed to the current date. This enhancement allows maintaining an accurate audit trail and full compliance with IRS W-9 requirements.

  1. Click Edit. The Edit W9 Form overlay appears with your company information pulled from your profile.

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  1. Check that all information is accurate and make any changes as needed. 

  2. (Optional) Enter your Legal name, Requester’s name and address, and Account number(s), where applicable. Once you are accepted into at least one client network and have at least one work order, 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.

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  1. Under Part 2. Certification, indicate your backup withholding status. Note that the default option is “am not.” 

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  1. At the bottom of the form, enter your Signature and the Date.

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  1. Click Save. The W-9 form appears with the updated information.

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Printing the W-9 Form

You can click Print to review the PDF version and download the form to your device.