In this article:
Requesting changes to tax information
Once your account is verified by our payment processing partner, changes to your tax information in the platform are limited; specifically, changes to a tax ID, business name, or tax classification.
As a rule of thumb, if the field on the Payments page is locked (i.e., can't be edited), a completed W-9 is required so our team can update your account with Stripe directly. However, dispensaries must stay with the person or entity who opened the account. We can't accommodate changes in ownership at this time that would require the transfer of logins, financial report history removal, treatment plan removal, or patient/client removal.
Form W-9 signatures
Financial address changes
Changes to your financial address can be made from the Payments page. You should be able to submit changes independently, barring any other verification errors on the page. A W-9 is not required for financial address changes.
Note: It's important to keep this address updated as this address is used to send physical copies of Form 1099-Ks, if eligible.
Unverified Stripe accounts & disabled payouts
Tax information fields may be unlocked if your account can't be verified or is unverified due to incorrect or out-of-date tax details on hand. In these cases, fields on the Payments page may unlock so that information can be updated and the page resubmitted.
If fields remain locked, please provide a signed W-9 outlining necessary changes and send it to firstname.lastname@example.org.
Tip! Spelling and date of birth entry errors (even small ones!) will fail verification. Most often, you can return to the Payments page to make corrections and resubmit your tax information without providing a W-9.