iFrame FAQs
What does the payee need to do to register successfully in the iFrame?
The payee needs to complete the following information on the "Payment Details" tab.
- Enter contact information (name and address)
- Select a payment method
- Submit tax forms (if the Taxation module has been enabled)
For further registration details, click here.
What are the payee's payment method options?
- Direct deposit/ACH (Automated Clearing House)
- eCheck/Local bank transfer
- Wire transfer
- Check
- PayPal
- Prepaid debit card
- Hold my payments
Click here for details about each payment method.
Which US tax forms are provided in the iFrame?
- US W-9 tax forms
- US W-8 tax forms
- W-8BEN
- W-8BEN-E
- W-8ECI
- W-8IMY
- W-8EXP
- 8233
For further information about tax forms, click here.
Does Tipalti collect local tax and VAT ID numbers from payees?
Yes. Click here for details.
Does Tipalti check payee addresses before any payments are sent out?
Yes. When payees complete their contact address, payment method address (for "Check" payments only), and tax form address in the iFrame, Tipalti validates the addresses to ensure accuracy. Click here for more information on the address validation process.
Can payees upload documents to the iFrame for my review?
Yes. Payees can upload documents to the "Documents" page on the "Payment Details" tab. Click here for information about additional documents that may be required.
Can payees update their information at any time in the iFrame?
Yes, as long as there are no restrictions on accounts. However, a change in any of the following information may erase banking information and/or invalidate tax forms.
- First name
- Last name
- Company name
- Contact address country
- Payment details country
- Phone number
Click here for further information about updating account details.
Can payees track their invoices/bills and see payment history in the iFrame?
Yes. They can also download the information for their records. Click here for more details.