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Payee Details - Taxpayer Information

Payee Tax Status Green/Verified

 

Before you can enroll in ePay, you must first complete the Tax Information form.

From the My Expenses page, select View Details to begin enrollment.

 

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Once the Payee Details window appears, click the blue Complete Tax Information button at the bottom right of the screen to begin filling out the Tax Information form.

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ISS Staff are unable to assist you with the completion of your tax information form.  Visit the IRS website at https://www.irs.gov/forms-pubs/about-form-w-9 for more information and contact your tax or accounting professional if you have any questions.

Fill out the form and select Continue on the bottom right to advance to the next page.

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Complete the second page of the form.  Once finished, click Submit at the bottom right of the page.

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Once you submit the Tax Information form

The IRS will validate the information you provided on the form.  If your information matches the IRS' records, your tax Payee status will change to verified on the Portal.

This usually happens very quickly, but it does depend upon the IRS' e-Services availability, how many times you have tried to submit your information, and how many requests have been made from ISS that day.

You will not be enrolled to receive electronic payments until both the Tax Information and Electronic Payment Setup forms are completed and they are both verified as valid.

 

Updated 01/23/24

Disclaimer: All names displayed in the above screen shots are fictional characters. No identification with actual persons (living or dead) is intended or should be inferred.

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