You or your client have raised an invoice in Worksuite as compensation for work performed or an expense to be reimbursed.
Your client has Approved the invoice and now wants to Schedule it for a pay run.
TABLE OF CONTENTS
- Are you payable?
- FAQ
- Why does Worksuite require tax filing information from freelancers?
- What information does Worksuite collect in the Tax Information form?
- When are freelancers required to provide their tax information?
- Who is included in the grace period?
- How do I know if I need to submit tax information?
- I have additional questions and need assistance, please?
Are you payable?
In order to be payable (in any country), you have submitted the following in your Worksuite profile:
- Valid bank account information
- Completed tax filing information
Please take a look at our Help Center article about these two forms here.
As noted there, you may access the Tax Information form in your Worksuite profile in either of two ways from your Dashboard: Edit Profile or Settings (lower left icon).
FAQ
Why does Worksuite require tax filing information from freelancers?
Each country has unique income and tax reporting requirements that Worksuite and your client must abide by for all payments to freelancers. We collect this information to facilitate your client’s adherence to these requirements.
Having tax information on hand also facilitates payment delivery to countries that require beneficiary information beyond their bank account details (e.g. many in South America).
What information does Worksuite collect in the Tax Information form?
Worksuite collects the following tax filing information:
- Whether you file as an individual or business
- The country in which you file taxes
- Your tax identification number
- Your legal name or business name
- Your mailing address
Outside the United States and Canada, only the top three fields are required.
When are freelancers required to provide their tax information?
All freelancers are required to provide their tax information to be considered payable in Worksuite.
Beginning July 3, 2023, Worksuite will implement a grace period of 60 days during which freelancers who still need to submit their tax information will continue to be payable.
At the end of the grace period, your client will not be able to Schedule your invoices to be paid out if you still need to submit your tax information.
Who is included in the grace period?
Freelancers who have completed valid bank details and still need to submit their tax information are afforded the 60-day grace period to remain payable.
The grace period does not apply to:
- Existing freelancers who are already payable with both bank details and tax information
- Existing freelancers who are already not payable, due to bank details being incomplete or invalid
- New freelancers
How do I know if I need to submit tax information?
Freelancers with invoices in the New or Approved status who have yet to complete their Tax Information receive an email each Tuesday as a reminder to do so.
Profile banners alert you and include an “Edit Tax Info” button that directs you to the Tax Information form.
I have additional questions and need assistance, please?
Please submit a support request via our Help Center, and we’ll be happy to assist.