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Tax form and entity types

The "Tax form type" and "Tax form entity type" fields are only available when the taxation module is enabled. An entity can be a subsidiary, division, business unit, or brand within your organization, and entities can have similar or different AP processes and workflows. Select a category below to see the values for each field.

"Tax form type"

The "Tax form type" is the type of tax form submitted by the payee.

W9MANUAL_TAX_FORM
W8BENNON_US_DECLARATION
W8BENELOCAL_TAX_ID
W8EXPNO_TAX_ID_DECLARATION
W8IMYVAT_AND_TAX
W8ECIVAT_ID
8233NO_VAT_ID_DECLARATION
"Tax form entity type"

The "Tax form entity type" is the type of payee entity selected on tax forms.

  • CCORPORATION
  • CENTRAL_BANK_OF_ISSUE
  • COMPLEX_TRUST
  • CORPORATION
  • DISREGARDED_ENTITY
  • ESTATE
  • GOVERNMENT
  • GRANTOR_TRUST
  • INDIVIDUAL
  • INTERNATIONAL_ORGANIZATION
  • LLC_CCORPORATION
  • LLC_PARTNERSHIP
  • LLC_SCORPORATION
  • OTHER
  • PARTNERSHIP
  • PRIVATE_FOUNDATION
  • SCORPORATION
  • SIMPLE_TRUST
  • TAX_EXEMPT_ORGANIZATION
  • TRUST_OR_ESTATE
  • UNKNOWN