Submitting Tax Details

Summary
This article highlights the importance and enumerates the step-by-step procedure in submitting tax details to Microsoft for payment processing and disbursement of incentives.
More information
Tax details are needed by Microsoft in order for the payment to be processed. A Tax form should be completed and must be valid as this is mandatory for payment disbursement. Without this documentation, the partner will not receive the payment. More information can be found through the Internal Revenue Service site at http://www.irs.gov/.

Step-by-step procedure in Submitting Tax Details:

1. Download a copy of tax form depending on your region
To obtain a blank copy of W-9/W-8 tax forms, please refer to the below links provided:

W-9 form (United States): http://www.irs.gov/pub/irs-pdf/fw9.pdf
W-8 form (Canada and Latin America): https://mspartner.microsoft.com/en/us/pages/solutions/downloads/microsoft-online-services-w-8-substitution-form.aspx

2.Completely fill-out the required fields in the form
Be sure that the following items are completed on the corresponding tax forms:

In W-9 form:
Your legal name exactly matches the name used on tax forms filed with the Internal Revenue Service (IRS). You can find this information in the first box on the W-9 form.         
Your business name matches the name on your Microsoft Partner Network ID, if it is different from your legal business name. You can find this information in the second box on the W-9 form.        
Your signature is on the form.
The current date is on the form.

In W-8 form:
Your legal business name matches the name on your Microsoft Partner Network ID.
Your signature is on the form.
The current date is on the form.

3. Send to Microsoft’s Payments Team through email at mospaoc@microsoft.com.

IRS W-9 (US) and W-8 (Canada & Latin America) forms will need to be completed and sent to Microsoft before incentives can be released to partner with an address in US, Latin America or Canada. Please submit this documentation to Microsoft using the below format:

Attn: Microsoft Financial Services Department
29011 Commerce Center Drive
Valencia, CA 91342
United States of America
FAX: 1-661-554-7240
Email: mospaoc@microsoft.com


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Article ID: 3098918 - Last Review: 09/25/2015 03:07:00 - Revision: 1.0

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