> 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

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 %}

{% stepper %}
{% step %}
Go to your profile page, then to *Payouts & Verification*.

<figure><img src="/files/GDKs1aXDoThkFmGXSOIP" alt="The Payouts &#x26; Verification section of a Scholar profile"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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 %}
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="/files/7Zd1dig0kZHbwnmAgOOw" alt="Trolley tax form selection asking whether the Scholar is a U.S. person"><figcaption></figcaption></figure>
{% endstep %}

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

{% step %}
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="/files/wFygePrsWxgVFVvTyTGt" alt="The certification step of a Trolley tax form"><figcaption></figcaption></figure>
{% endstep %}

{% step %}
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 <ask.scholars@imerit.net>. Include your full name and the personal email address you use for Scholars.
{% endstep %}
{% endstepper %}

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

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