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Uploading W-9 for a returning User

Ensure you're uploading the proper W-9 during registration

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Written by Cameron Birch

If you are asked to upload a valid W-9 when you login to COMPASS, this means that your W-9 is likely outdated by COMPASS standards or the W-9 does not match the COMPASS Tax ID for the account.

When this modal is displayed ensure you are uploading a W-9 that meets the following criteria:

  1. Legal Company Name in Line 1

  2. DBAs or disregarded entities in Line 2 (if any)

  3. EIN or SSN that MATCHES the value in COMPASS

  4. Signature

  5. A signed date that is in the current or previous year

If you are still experiencing issues, please contact support

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