Updating Payee Profile Information

Keeping your payee profile up-to-date ensures your customers have the correct information for payments and communications. The PaymentWorks platform makes it easy to update your business details, including remittance and corporate addresses. Updates are subject to your customer’s approval before they take effect.

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Accessing Your Payee Profile

1. Log in to your PaymentWorks account at PaymentWorks Login.
2. Click on the My Payee Profile in the side navigation menu on the left.
   
   
   

From here, you can access and update the following sections:

• Primary Information
• Legal Entity Information
• Tax Forms
• Bank Accounts
• Addresses & Bank Accounts

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Primary Information

Primary Information contains details visible to your current and prospective customers on PaymentWorks. This section helps showcase your business.

Information You Can Update:

• Company (DBA)
• Primary Address (Corporate Address)
• Primary Contact Telephone

• Primary Contact Email

• Company/Business Website URL
• Description of Products or Services
  
  

1. Click the View or Edit Details button in the bottom-right corner of the Primary Information card.
2. Click Edit to make changes to your primary information. 
3. Make the necessary changes.
4. Click Save to finalize

Note: The primary address is treated as your primary business address or your corporate address. This may also be used as a remittance address (see Addresses & Bank Accounts section below). 

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Legal Entity Information

Legal Entity Information contains private information shared only with your connecting or connected customers. This section primarily houses tax-related details.

Information You Can Update Depending on your Entity Type:

• Legal Entity Type
• Tax Country
• Legal Name
• Tax Classification 
• Tax Number
• Tax Classification
• D&B D-U-N-S Number (if applicable)
• UEI Number (if applicable)
  
  

1. Click the View or Edit Details button in the bottom-right corner of the Legal Entity Information card.
2. Click Edit to make changes to your legal entity information. 
3. Update the required fields.
4. Click Save to finalize your changes.

Tax Identification Validation Status:

• VALID (Green): The Legal Name and Tax Identification Number combination match the IRS database.
• INVALID (Red): Review and correct the information as necessary. A new IRS validation will run when you save changes.

📌 Related Article: Resolving Invalid Tax Information

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Tax Forms

Tax Forms allows you to upload or update your W-9 or W-8 forms. Click on the View or Edit Details button of Tax Forms to proceed.

Generated W-9 Forms (US Only):

If your legal entity information is in the United States, you may agree to opt in to Electronic W-9 generation. Updates to your Payee Profile automatically generate a new W-9 form. The updated form will be shared with your customer.

To Upload a New Tax Form:

1. Click the Upload W-9 or W-8BEN button.
2. Select the file you want to upload.
3. Click Save to finalize.

For legal entities in the United States:

For legal entities not in the United States:

Reviewing Existing Forms:

Click the Download File on Record button to view the current W-9 or W-8 form on file with your customer.

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Addresses & Bank Accounts

Manage your remittance addresses, order addresses, and bank account associations in the Addresses & Bank Accounts table. Add, update, and share addresses with your customers to establish new connections for multiple locations. 

Information You Can Update Depending on your Address Type:

• Address Nickname
• Contact Information (point of contact for this location)
• Pay To (remittance addresses only)

• Physical Address

• Associated Bank Account (remittance addresses only)

If your remittance or corporate address has changed, follow the steps below to update them.

Part A – Updating Remittance or Order Address

1. Log in to your PaymentWorks account.
2. Click on the My Payee Profile in the side navigation menu on the left.
3. Scroll down to the Addresses & Bank Accounts table.
4. Click on the address row you would like to update or change to expand it.
5. Click Edit.
6. Click Save to finalize.

Part B – Adding Remittance or Order Addresses

1. Log in to your PaymentWorks account.
2. Click on the My Payee Profile in the side navigation menu on the left.
3. Scroll down to the Addresses & Bank Accounts table.
4. Click the +Add Address button on the top right of the table. 
5. Fill out the form and then click Add Address to finalize.

Part C – Sharing Additional Addresses

1. Log in to your PaymentWorks account.
2. Click on the My Payee Profile in the side navigation menu on the left.
3. Scroll down to the Addresses & Bank Accounts table.
4. Click on the address row you would like to update or change to expand it.
5. Click Share.
6. Select available customers from the Available to Share section on the left. 
7. Click Share.

Note: Order addresses can only be shared with customers accepting order addresses.

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Need Help?

• Explore the PaymentWorks Knowledge Base for more resources.
• If you encounter issues, contact PaymentWorks Support for assistance.