Set up your tax information

Learn how to complete the tax information required for payments.

You can set up your tax information from your profile before accepting an offer. The questions and tax form you receive depend on your circumstances and payment provider.

Scholars cannot provide tax, legal, or accounting advice. Read each question carefully and consult your own adviser if you are not sure which answer or form applies to you.

1

Go to your profile page, then to Payouts & Verification.

2

If Trolley is available for your account, click Update payment & tax details.

If Deel is available instead, click Go to Deel and complete your tax information there.

3

In the Trolley setup, scroll below Payout Methods to the tax section and start the tax form. Select whether you are a U.S. person, choose the option that applies to you, then click Continue.

4

Answer the remaining questions. The exact form and questions depend on the option you selected and your circumstances.

5

Review your information, complete the certification, and submit the form. You may be asked to type your full name before clicking Certify.

6

Return to the setup menu and check the Tax badge. It shows Approved when the tax setup is complete, Pending while a submission is being processed, or Not Initiated if the form has not been started.

If the badge shows Voided, the submitted form was rejected. Open Update payment & tax details, correct the requested information, and submit a new form. Check that your taxpayer identification number (TIN) is present and correct, your full address is complete, and your other details match your official records. Scholars also emails you when a form is voided and explains what needs attention.

If the status has not changed after two days, email [e-mail]. Include your full name and the personal email address you use for Scholars.

For more information about tax forms and your responsibilities, see:

Taxes