Add your Payment Account

Table of Contents

1. Introduction
2. Step-by-Step Instructions
3. Managing your Payment Account

Introduction

This guide will walk you through the process of setting up and managing your payment account for receiving deposits. Funds are deposited on the 1st and the 15th each month with the exception of holidays and weekends. Learn more about payouts.

Step-by-Step Instructions

Step 1: Navigate to Tax & Payments in Your Event

1. Go to your event setup tab.
2. Click on the Tax & Payments link to begin setting up your payment account.

Step 2: Enter Your Bank Information

1. In the Tax & Payments section, enter your bank details where you would like to receive your payments.
   • Ensure that the information entered is accurate to avoid any delays in receiving funds.

Step 3: Select Your Entity Type

1. Choose your entity type from the provided options:
   • Individual: Select this if you are operating as a personal entity.
   • Business: If operating as a business, proceed with entering additional business information.

Operating as a Business

If you're setting up your payment account for a business, ensure that you have the following information ready to complete the setup:

• Business Name
• Tax Identification Number (TIN)
• Other relevant business documents as required

Once your business information is added and saved, your account details will appear on the payment page.

Managing Your Payment Account

Viewing Your Payment Information

• After setting up your account, you should see your bank and entity information displayed under the Tax & Payments section.
• You have the ability to make changes or remove your bank account as needed.

Making Changes to Your Payment Account

• If you need to update or remove your bank account information, navigate to the Tax & Payments section.
• Click Remove Bank Account if you need to delete the current account before adding a new one.

Important Note on Contact and Bank Account

• You cannot remove the contact associated with your bank account without first removing the bank account itself.
• If you attempt to remove the contact without updating the bank account, this will result in what we call an "unlinked treasurer", and you will stop receiving deposits.
• To fix an "unlinked treasurer" issue, you must remove the bank account and add a new one. If the bank account remains the same but the contact needs to be changed, please contact support for assistance.