> For the complete documentation index, see [llms.txt](https://docs.scholars.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.scholars.net/how-to/set-up-your-tax-information.md).

# 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.

{% hint style="warning" %}
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.
{% endhint %}

## How to set up your tax information

{% stepper %}
{% step %}

### Open Payouts & Verification

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

<figure><img src="https://620615177-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMVr1tcqZLg9WCEj5GgZ%2Fuploads%2Fgit-blob-e809730d351685a8aff2bf809029b8e0c2224d3d%2Floreshot-20260721-103710%402x.png?alt=media" alt="The Payouts &#x26; Verification section of a Scholar profile"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Open your payment provider

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.
{% endstep %}

{% step %}

### Start your tax form

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*.

<figure><img src="https://620615177-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMVr1tcqZLg9WCEj5GgZ%2Fuploads%2Fgit-blob-c23bed837395ef59d0b7d20e48b8a80b7f1c1383%2Floreshot-20260721-103925%402x.png?alt=media" alt="Trolley tax form selection asking whether the Scholar is a U.S. person"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Complete the questions

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

{% step %}

### Review and submit

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

<figure><img src="https://620615177-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FcMVr1tcqZLg9WCEj5GgZ%2Fuploads%2Fgit-blob-c9522fe736304332a0c5fc795a3a96596475d024%2Floreshot-20260721-103940%402x.png?alt=media" alt="The certification step of a Trolley tax form"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Check your tax status

Return to the setup menu and check the *Tax* badge:

| Status           | What it means                    |
| ---------------- | -------------------------------- |
| *Approved*       | The tax setup is complete.       |
| *Pending*        | A submission is being processed. |
| *Not Initiated*  | The form has not been started.   |
| *Voided*         | The submitted form was rejected. |
| {% endstep %}    |                                  |
| {% endstepper %} |                                  |

## If your form is rejected

If the badge shows *Voided*, open *Update payment & tax details*, correct the requested information, and submit a new form. Before submitting, check that:

* Your taxpayer identification number (TIN) is present and correct.
* Your full address is complete.
* Your other details match your official records.

Scholars also emails you when a form is voided and explains what needs attention.

## If your status has not changed

If the status has not changed after two days, email <ask.scholars@imerit.net>. Include your full name and the personal email address you use for Scholars.

## More about taxes

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

{% content-ref url="/pages/oupQ1bqTwusA5ERFWu80" %}
[Taxes](/info/taxes.md)
{% endcontent-ref %}


---

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