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Payees should be completing the tax form that aligns with their tax and citizen status- we cannot determine that or provide any other guidance since it is related to their taxes. If they are unsure of which form to select, they will need to reach out to their tax professional.
The payee selected the incorrect tax form. Can this be changed?
Yes - contact your regional admin who has access to change the tax form type. Once changed, the payee needs to complete/sign it again.
How can I resend a required form to a payee?
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send reminders to payees for missing forms and compliance items?
Automatic email reminders are sent to payees that are missing required forms and/or compliance items every Monday and Friday. Manual reminders may also be sent at anytime from within the work roster - hover over the 3 dots in the Action column.
How do I troubleshoot missing or bounced back payments?
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