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Finance & Legal
Tax Document Collection
Collect tax forms and identification from contractors, vendors, or investors — entity type, tax year, required documents, and secure upload.
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Preview · not interactiveTax Document Collection
Collect tax forms and identification from contractors, vendors, or investors — entity type, tax year, required documents, and secure upload.
Legal name*
Individual full name or registered company name — must match your tax documents.
Entity type*
Select…▾
Tax year*
Pick a date📅
The calendar or fiscal year these documents apply to.
Contact email*
We send confirmation and any follow-up questions here.
Contact phone
Tax identification number*
National tax ID, VAT number, or equivalent
Encrypted at rest — used only for tax reporting.
Mailing address*
Where official tax documents should be sent, if applicable.
Documents you are submitting*
Tax registration certificate
Withholding or exemption certificate
Tax residency certificate
Self-certification (FATCA / CRS equivalent)
Upload documents*
⬆ Drop a file or click to upload
PDF preferred — one combined file or separate uploads per document type.
Describe other documents
Deadline we gave you (if any)
Pick a date📅
From our request email — helps us prioritize review.
Foreign entity details
Tax information certification*
Tax information certification
Submit