> ## Documentation Index
> Fetch the complete documentation index at: https://help.omnivoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Omnivoo is an India-first Employer of Record (EOR) platform. EOR hiring is India only; contractors are supported in 220+ countries and territories.
> Never tell a user to log in with a password. Authentication is passwordless: email OTP, passkeys, Google, or SSO.
> Statutory figures (TDS slabs, PF, ESI, Professional Tax, gratuity) change by financial year. Always state the year the figure applies to.
> Never name a third-party payment provider as Omnivoo’s payment rail. Refer to "our payments partner".

# Contractor Tax Forms (W-9, W-8BEN, W-8BEN-E)

> Learn which tax form you complete as a contractor - W-9, W-8BEN, or W-8BEN-E - and what each one collects.

You complete a tax form so Omnivoo can pay you correctly and stay compliant. You only fill out one form, and which one you get is decided for you from the details you already entered - there is no separate "are you a US person?" question. This article explains the three forms, who completes which, and what each collects.

A completed, signed tax form is required before any payout. You will not be paid until it is done.

<Info>
  The details for your form are collected in the **Identity & tax details** step of onboarding, and your form is prepared there. **You do not sign it during onboarding.** Signing is a separate to-do task on your [contractor dashboard](/contractors/contractor-dashboard) called **Sign your tax form**, and it only becomes available once your identity verification is approved.
</Info>

## Which form you complete

The form is chosen automatically from your country and, for contractors outside the US, whether you are an individual or an entity (a company). You make that individual-vs-entity choice in the **Identity & tax details** step of onboarding.

<Note>
  Your **Country** may be pre-set and locked by your employer. When it is, it shows "Set by your employer" and you can't change it. Your individual-vs-entity choice is still what decides whether you sign a W-8BEN or a W-8BEN-E.
</Note>

| Your situation            | Form     |
| ------------------------- | -------- |
| US person or US business  | W-9      |
| Non-US individual         | W-8BEN   |
| Non-US entity (a company) | W-8BEN-E |

You do not pick the form by name. Omnivoo shows you the right one and pre-fills what it can from the identity details you already provided.

## W-9 - US person or US business

The W-9 applies if your country is the United States. It collects:

* Your **name** (and a **business name** if you have one).
* Your **federal tax classification**, chosen from: individual / sole proprietor, C corporation, S corporation, partnership, trust/estate, LLC, or other. If you choose LLC, you also indicate whether the LLC is taxed as a C corporation, S corporation, or partnership. If you choose other, you describe the classification.
* Your **address** (street, city, state, ZIP).
* Your **taxpayer identification number (TIN)**.

## W-8BEN - non-US individual

The W-8BEN applies if you are an individual based outside the US. It collects:

* Your **name**.
* Your **country of citizenship**. Your country of permanent residence is not asked separately: it is taken from the single **Country** field you entered with your identity details.
* Your **residence address**.
* Your **date of birth**.
* Your **foreign tax identifying number (foreign TIN)**.

The W-8BEN also has an **optional** tax-treaty benefits section. If a tax treaty between your country and the US reduces withholding, you can add the treaty country, the treaty article, the withholding rate, and the type of income. The treaty claim is only recorded when you complete all of those fields. If you leave any of them blank, the section is simply left off and no treaty is claimed.

## W-8BEN-E - non-US entity

The W-8BEN-E applies if you are a company based outside the US. It collects:

* Your **entity name**.
* Your **entity type** (for example, corporation, partnership, or trust).
* Your **country** of incorporation or residence.
* Your **residence address**.
* Your **foreign tax identifying number (foreign TIN)**.

## Signing and timing

Signing happens **after** the onboarding wizard, not inside it.

<Steps>
  <Step title="Finish onboarding">
    Complete the four onboarding steps: **Terms of Service**, **Identity verification**, **Identity & tax details**, and **Documents**. Your form is prepared from the details you enter in the third step.
  </Step>

  <Step title="Wait for your identity verification to be approved">
    The signing task stays hidden until your identity verification is approved.
  </Step>

  <Step title="Open the Sign your tax form task">
    Once it is approved, a **Sign your tax form** task appears in the to-do list on your [contractor dashboard](/contractors/contractor-dashboard). Open it to sign electronically, with no printing or scanning. Once signed, the form is complete and stored on your account.
  </Step>
</Steps>

Remember: the tax form is required before any payout. See [Contractor Onboarding](/contractors/contractor-onboarding) for the full setup order and [Getting Paid (Payouts)](/contractors/getting-paid-payouts) for how payouts work once your account is ready.