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US Tax information

How to submit US tax information (W9 and W8-BEN)

Tobias Dilling avatar
Written by Tobias Dilling
Updated over 11 months ago

All External Workers who are U.S. persons should file a Form W-9 with Worksome before submitting their invoices. For non-U.S. persons working with U.S. companies, you should file a form W-8BEN. You sign electronically by submitting the form.

1. Click here then "US tax information”

Click on your profile picture in the right-hand corner to access your settings and then navigate to "US tax information"

2. Select your tax residency and status

Select your tax residency - e.g. the country and address, where you're paying your taxes. This will typically be your permanent address or home address.

Select your status as either U.S. person or non-U.S. person

3. Fill out and save the form

For U.S. persons, please provide us with your:

  • Business name / disregarded entity name: Your business name if you're filing as a company entity and if different from your legal name (as shown on your income tax return)

  • Federal Tax Classification: Type of IRS tax filing you will use for earnings

  • Taxpayer Identification Number: TIN type and # you will use for your IRS tax filing

  • Indication whether you are subject to backup withholding or not

The directions are the same as filling out the paper W-9 form from the IRS and you can read about the IRS instructions here.

For non-U.S. persons, please provide us with your:

  • Legal Name: Your own name, or your business name if you're filing as a company entity

  • The directions are the same as filling out the paper Form W-8BEN form from the IRS.

W-8BEN

To make sure we stay as compliant as possible there is a needed compliance document when engaging on contracts with US companies and Marketplace opportunities. If you are actively engaged on a contract with a US company or pursuing opportunities in Worksome’s Marketplace we will need a completed W8-BEN form for all future payments.

The W-8BEN is an Internal Revenue Service (IRS) mandated form to collect Nonresident Alien (NRA) taxpayer information for individuals.NRA’s are subject to U.S. tax at a 30% rate on income they receive from U.S. sources. However, the IRS determines the source of freelancer Personal Services as being “where the services are performed”. As long as you (the freelancer) deliver the services outside of the US, are not US citizens, and send us a completed W-8BEN form you (Freelancer) are exempt from the 30% US withholding tax.
I have attached a blank w8 form as well as step-by-step instructions on how to complete the form.Please reach out to hello@worksome.com if you have any questions. Thank you in advance for your timely response.
Access W-8BEN Form

How to fill out form W-8BEN:

Part I – Identification of Beneficial Owner:

Line 1: Enter your name as the beneficial owner.

Add your full name on this line.

Line 2: Enter your country of citizenship

If you’re not a resident of the country where you have citizenship, you should enter your country of residence (instead of your country of citizenship). If you’re a dual citizen, you should enter the country where you are both a resident and a citizen on the date you complete the form.

If you hold U.S. citizenship (with or without citizenship with another country), you should not fill out Form W-8BEN.

Line 3: Enter your permanent residence/mailing address

For the purposes of W-8BEN, this is where you reside for income tax purposes. It should be a permanent residence address and not a P.O. Box or address of a financial institution. Be sure to include your postal code and country.

Line 4: Enter your mailing address, but only if different from Line 3

If your mailing address isn’t the same as your permanent resident address, enter it here.

Line 5: Enter your U.S. taxpayer identification number.

This should be either a Social Security Number (SSN) or an individual taxpayer identification number (ITIN) if it is required. If you don’t have either, you can skip to line 6.

Line 6: Enter your foreign tax identifying number

If you don’t have an SSN or ITIN. In 6(b), check the box if an ITIN is not required.


Line 7: Reference number(s)

This line may be used to include any referencing information that is useful to the withholding agent in carrying out its obligations. It’s particularly useful if there is supplementary or connecting information being filed at the same time.

Typically this line will be left empty


Line 8: Enter your date of birth.

Make sure it’s in mm-dd-yyyy format.


Part II – Claim of Tax Treaty Benefits:


Line 9: Enter the foreign country under whose tax laws you claim tax benefits.

Should be left blank as income funds paid from Worksome are outside the scope of Chapter 3.


Line 10: Foreign individuals who are students and researchers should enter specific withholding rates.

Should be left blank as income funds paid from Worksome are outside the scope of Chapter 3.


Part III – Certification:

Here, you’ll need to certify with your signature under penalties of perjury that everything on the form is true and correct.

Guidance from the IRS on how to complete this form can be found here

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