About this feature
• Accessible to admins
You can account for rewards sent outside of Tremendous for the purposes of W-9 form collection. Tremendous will include these rewards when considering a recipient's W-9 eligibility.
Upload rewards sent outside of Tremendous
To complete the following steps, the W-9 collection feature must be enabled.
- From the sidebar, click Billing > Tax documents.
- Click the tab labeled External rewards.
- Click Download a CSV template and open it in your spreadsheet editor of choice.
- Enter the information for the rewards you wish to upload.
- Save the document as a CSV file.
- On the External rewards page from step 2, click Upload and select the CSV file you created.
- Click Open.
Note: The User ID column corresponds to the external user ID custom field. If you don't use external user IDs, leave the user ID column blank.