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How to Set Your Tax Settings in Payable

Last Updated:
January 26, 2017

Let’s walk through how to set up your tax filing information in Payable in order to get your tax forms! Completing your settings and any required forms, like a W-9, is simple and can be done on any device.

Step 1: Accept your email invitation to Payable

You should get an email invitation to join Payable from a company you’ve received payments from or done work for. Here’s an example of what the invitation email will look like from a company we made up, Delivery Now. Go ahead and click “Sign Up.”

Be sure to check your spam folder if you can’t find the email in your inbox.  

Payable Contractor Email Invite

Step 2: Create Your Login

In this step, just provide: First Name, Last Name, Email, and Password.

Payable Tax Sign Up

Step 3: Basic Details

Here you’ll add your name, country, and business type (whether you're an individual, sole-proprietorship, LLC, or incorporated).

Payable Tax First Use Experience

Step 4: Required Tax Information

In this step, you’ll need to either confirm or add:

  • Full Legal Name
  • Social Security Number or Employer Identification Number
  • Date of Birth
  • Business or Home Address (if you select mail delivery, this is where your 1099 form will be sent)
Payable Tax Info Collection

Step 5: E-Sign Your W-9 (if relevant)

If your company wants to collect a signed W-9 from you, you'll see this step. Your W-9 can be signed on any device (desktop, mobile, tablet, etc.) and is completed in just a couple taps. Start by tapping on "Review & Sign." Once Signed tap "Next" to continue the onboarding flow.

Step 6: Choose your delivery preference

In this final step, you’ll choose whether you want your form e-delivered via email and available as a printable PDF on the Payable dashboard OR have it mailed to the address you put on the form.

Companies are required by the IRS to obtain consent from you in order to use e-delivery. Otherwise, they're required to mail you a 1099 form. Either option is free for you so pick your preference!

Payable Tax E-Delivery Consent

Bonus Step: Need to update or change information at any time?

If you need to update or change your information at any time, just click on your initials or avatar in the top right circle and select "My Account." There you'll be able to update all of your information.

Have more questions about the onboarding process? Reach out to us at support@payable.com.

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