W-8/W-9 Forms
Non-US merchants and affiliates are required to complete a Form W-8, which includes some basic information about you. US merchants and affiliates are required to complete a Form W-9 which includes some basic information about you, including a Tax Identification Number (TIN).
Disclaimer
The following information is not legal or tax advice. Consult with your tax advisor for personalized guidance.
This article is about the W-8 and W-9 forms and its requirements.
While we cannot provide you with tax advice, we have put together this article to help you through the process of filling in a W-8 or W-9 form. This has the caveat that you should always seek advice from a professional accountant/tax advisor because we are not authorised to advise about your specific tax situation, including filling out your specific tax form.
What’s required for Form W-8?
Non-US merchants and affiliates are required to complete a Form W-8 or W-9, which includes some basic information about you, including your name, tax classification, and country of residence.
The purpose of the Form W-8 is to establish your identity and status as a non-U.S. person. Payouts may be disabled until you complete the relevant tax form.
Each store in Lemon Squeezy has one owner, and it is their details which should be in the tax information. That owner can be a corporation or other type of entity, but not a partnership. Partners must nominate one partner to submit their tax information. Withdrawals will only be made to the nominated partner.
What’s required for Form W-9?
US merchants and affiliates are required to complete a Form W-9 which includes some basic information about you, including a Tax Identification Number (TIN). The TIN can either be your Social Security Number (SSN) or the Employer Identification Number (EIN) of your business.
Each store in Lemon Squeezy has one owner, and it is their details which should be in the Form W-9. That owner can be a corporation or other type of entity, but not a partnership. Partners must nominate one partner to submit a Form W-9.
How to complete a W-8 / W-9 form
Follow the prompts in the Lemon Squeezy dashboard to complete the submission process.
You can find an example of the Form W8 or Form W9 collection fields in the screenshots below:
Select ‘Submit your tax information’ in the [Action Required] banner
Select ‘Update your tax details’ on the right panel
Select ‘Update’ in the ‘Missing W-8/W-9 certification’ box
Follow the prompts to upload your W-8 or W-9 Certification
How to submit a W-8 / W-9 form?
Once you have verified that all the information you have provided is correct, you can submit your information by clicking the “Submit tax details” button at the bottom of the form. You will be shown a modal with a summary of the information you have provided. Please review this information carefully to ensure that it is correct.
Please make sure you understand all the items under the “Certification” section. The purpose of the Form W-8 is to establish your identity and status as a non-U.S. person. The purpose of the W-9 form is to establish your identity and status as a U.S. person and provide a certified TIN. It is important to note that providing false information is subject to penalties under perjury.
After providing your name as an electronic signature, you can click “Continue” in the top right of the modal. You will be prompted to click “I Agree” to be legally bound by the document. The W-8 or W-9 form has now been successfully submitted.
If you have any questions about this process, don’t hesitate to contact us.