Tax and insurance documents

Keep these once under Profile › Tax & insurance, and every connected buyer sees them:

• W-9: legal name, business name if different, tax classification, tax ID type (EIN or SSN) with only its last four digits, and the date signed, then upload your signed W-9 as a PDF or image. The full number is never stored.
• Remit-to: the “Pay to the order of” name, which starts as your company name, and the remit-to address.
• Insurance certificates: each needs a coverage type and an expiry date; the insurer and policy number are optional. A newer certificate for the same coverage replaces the old one. Certificates show Expiring soon or Expired, and you get a reminder email 30 days before each one expires, and again if it lapses.

If you remove a document, your buyers stop seeing it.