{"id":1345,"date":"2020-08-10T18:45:05","date_gmt":"2020-08-10T18:45:05","guid":{"rendered":""},"modified":"2021-07-23T11:13:47","modified_gmt":"2021-07-23T11:13:47","slug":"w9-info","status":"publish","type":"post","link":"https:\/\/ccbill.com\/doc\/w9-info","title":{"rendered":"W-9 Info\u00a0Details"},"content":{"rendered":"\n<p>The IRS now requires that CCBill submit a form 1099-K for any CCBill merchant that has a US-based company, more than $20,000 in gross processing volume, and has more than 200 total transactions for a given tax year. To learn more about this requirement you may view our FAQ about 1099-K implementation in our Knowledge Base.<\/p>\n\n\n\n<p>Because of the new rules, we have added a new screen that enables you to update your tax information in our records. Once the information is entered we submit it to the IRS database to verify that the SSN\/EIN matches up with the business name. If the data doesn't exist or doesn't match, you will see the <strong>Bad Data Alert<\/strong> at the top of the page until the data is correctly entered or verified.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"750\" height=\"144\" src=\"https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/resolve-bad-data.png\" alt=\"A W-9 Resolve Bad Data message in the CCBill Admin.\" class=\"wp-image-4743\" srcset=\"https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/resolve-bad-data.png 750w, https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/resolve-bad-data-300x58.png 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"W-9_Info_Details_Screen_Access\">W-9 Info Details Screen&nbsp;Access<\/h2>\n\n\n\n<p>The <strong>W-9 Info Details<\/strong> screen can be accessed by selecting the <strong>Account Info<\/strong> Mega Menu, then selecting the <strong>W-9 Info Details<\/strong> link in the <em>Main Account<\/em> section.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"750\" height=\"513\" src=\"https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/w-9-reporting-details-ccbill-admin.png\" alt=\"Edit the W-9 details in the CCBill Admin.\" class=\"wp-image-4744\" srcset=\"https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/w-9-reporting-details-ccbill-admin.png 750w, https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/w-9-reporting-details-ccbill-admin-300x205.png 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure><\/div>\n\n\n\n<p>This screen allows you to view the information that we have on file for the account, and make changes to the information as necessary by clicking the <strong>Update Info<\/strong> link.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Changing Data<\/h2>\n\n\n\n<p>Clicking the <strong>Update Info<\/strong> link will open the Bad Data Service screen, which can also be accessed by clicking the <strong>Resolve Bad Data<\/strong> link in the alert box at the top of the page.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"750\" height=\"345\" src=\"https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/update-w-9-info-ccbill.png\" alt=\"Steps to update the W-9 information in the CCBill Admin.\" class=\"wp-image-4745\" srcset=\"https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/update-w-9-info-ccbill.png 750w, https:\/\/ccbill.com\/doc\/wp-content\/uploads\/2020\/08\/update-w-9-info-ccbill-300x138.png 300w\" sizes=\"(max-width: 750px) 100vw, 750px\" \/><\/figure><\/div>\n\n\n\n<p>To make changes to the data:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click in the cell under the <strong>Select<\/strong> column, then choose the Data Type from the choices in the drop-down menu that appears.<\/li><li>Click in the cell under the <strong>Correct Data<\/strong> column, then enter the data to update the field to.<\/li><\/ol>\n\n\n<div class=\"notice-note\">\n<div class=\"notice-text\"><p>This information should match the IRS database entry for your business\/self exactly. Incorrect entries will cause an error message.<\/p>\n<\/div>\n<\/div>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>Repeat step 2 for any other bad data rows left.<\/li><li>Click <strong>Save Changes<\/strong>.<\/li><\/ol>\n\n\n\n<p>Note that if you reach this screen and do not have access for the data associated with the account, you may click I don't know the data at the bottom of the screen and continue working on other tasks.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The IRS now requires that CCBill submit a form 1099-K for any CCBill merchant that...<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"kk_blocks_editor_width":"","_kiokenblocks_attr":"","_kiokenblocks_dimensions":"","footnotes":""},"categories":[46],"tags":[],"class_list":["post-1345","post","type-post","status-publish","format-standard","hentry","category-admin-portal"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CCBill Merchant Knowledge Base | W-9 Info Details<\/title>\n<meta name=\"description\" content=\"Because of the new rules, we have added a new W-9 Info screen that enables you to update your tax information in our records.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ccbill.com\/doc\/w9-info\" \/>\n<meta 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