Partner Tools

Submit bank and tax documentation through your partner account

Last updated: October 28, 2019

Applies to:

Partner Account

If you're a HubSpot partner, you need to submit your banking information and an appropriate tax form to receive commission payments for the HubSpot products that you sell.

You can submit these documents directly through your partner account. HubSpot uses a third-party service, HelloWorks, to process your submission.

Submit a bank form

  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • In the left sidebar menu, select Documents.
  • Hover over the bank form and click the Actions dropdown menu, then select Edit.partner-bank-form
  • In the dialog box, click Get started. HubSpot uses a third-party service called HelloWorks to process your submission.
  • Fill in the form with your information. You can exit the form at any time; the bank form status should change to In Progress. To continue filling out the form, hover over the form and click the Actions dropdown menu, then select Edit.
  • Once all required information is entered, click I agree.
  • You'll be redirected to the document list in HubSpot. The bank form's status should change to Pending approval, then Approved once it's accepted. To download the completed document, hover over the form and click the Actions dropdown menu, then select View
  • If the document is rejected, you'll be notified via email and the status should change to Rejected.
    • To learn more about the reason for the rejection, hover over the status in the documents list.
    • To redo the submission, hover over the rejected form and click the Actions dropdown menu, then select Start again.

Submit a tax form

  • In your HubSpot account, click your account name in the top right corner, then click Account & Billing.
  • In the left sidebar menu, select Documents.
  • If this is your first time visiting the documents section to submit a tax form, in the yellow banner at the top, click Setup tax form.
  • Complete each step in the setup wizard to determine which tax form you need to submit. If the resulting document is correct, select the I agree to submit a form [W-9, W-8BEN, W-8BEN-8] checkbox, then click Go to tax form.w-9-tax-form-wizard
  • Your company may not need to submit a tax form to receive commission. If the setup wizard indicates that no tax form is required, click Finish.
  • If you do need to submit a tax form, HubSpot uses a third-party service called HelloWorks to process your submission. In the dialog box, click Get started.tax-form
  • Fill in the form. You can exit the form at any time. The tax form status should change to In Progress. To continue filling out the form, hover over the form and click the Actions dropdown menu, then select Edit.
  • Once all of the required information is included, click I agree.
  • You'll be brought back to the document list in HubSpot. The tax form's status will change to Pending approval, then Approved once it's accepted. To download the completed document, hover over the form and click the Actions dropdown menu, then select View.
  • If the tax form is rejected, you'll be notified via email or will see the status changed to Rejected.
    • To learn more about the reason for the rejection, hover over the status in the documents list.
    • To redo the submission, hover over the rejected form and click the Actions dropdown menu, then select Start again.
  • If your company's tax circumstances change, click Reconfigure tax form in the upper right. You'll be redirected to the setup wizard to re-determine the required tax form.