All freelancers 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. Go to "Freelancer settings" > "US tax information”
Click on your profile picture in the right-hand corner, and then go to "Freelancer settings".
Under "Freelancer settings" 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.