Before you start
Compliance disclaimer: Giftronaut provides W-9 collection for convenience only and does not provide tax advice or guarantee compliance. Consult your tax advisor.
Scope: Giftronaut's tax features do not handle international recipients at all, and W-9 collection applies to USD rewards and US recipients only.
Access: Only Super Admins can configure tax settings and access collected data.
Giftronaut calculates W-9 eligibility only on rewards sent after the feature was enabled for that Tax Entity, so rewards sent before enabling never count toward the $2,000 threshold.
How to turn on W-9 Collection
- In your dashboard, go to Settings → Tax Information.
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Create a Tax Entity for each US legal entity you report under (EIN).
You can create multiple US Tax Entities if you operate more than one US entity.
Non-US entities are not supported for W-9 collection.
- Toggle Collect W-9 to ON to enable W-9 collection.
When ON, Giftronaut will gate redemption and prompt a recipient to submit W-9 data only if all conditions below are true:
The recipient’s cumulative rewards ≥ $2,000 USD in the current tax year, per unique email address.
The W-9 feature is turned on in your account before the reward is sent.
The recipient is redeeming from a US IP address.
The reward is denominated in USD.
When OFF, no W-9 prompt is shown during redemption. You can return at any time to toggle OFF or switch entities for future orders.