Setting Up Your Tipalti Account: Step-by-Step

Follow these instructions to register on the Supplier Portal and configure your payment preferences.

1. Access Your Invitation

You will receive an email invitation from [e-mail].

• Check your folders: If you do not see the email, please check your Junk or Spam folder.

• Action: Click the link provided in the email to be directed to the registration page.

2. Account Creation & Verification

1. Create Account: Follow the on-screen prompts to set your login credentials.

2. Verify Phone: Complete the mobile phone verification step to secure your account.

3. Enter Contact Details: Fill in your full contact information. Once complete, click Next.

3. Choose Your Payment Method

In the Payment Method tab, you will see options available for your specific region (e.g., PayPal, Global ACH, Wire Transfer).

• Review Fees: After selecting a method, Tipalti will display the applicable transaction fees. Please review these carefully before proceeding.

• Selection: Choose the method that best suits your needs and click Next.

4. Tax Documentation

Tax compliance is required to receive payments.

1. Navigate to the Tax Forms tab.

2. Select whether you are located in the United States or a Non-US location.

3. Complete the digital tax form as prompted by the system.

5. Finalize and Confirm

Click Next to submit your profile. Your setup is now complete!

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Managing Your Account

How to View Payment History

Once your account is active, you can track your earnings:

• Log in to the portal.

• Select Payment History from the left-hand menu to view all past records.

Need Support?

If you encounter any issues during registration or have questions regarding your account status, please contact our support team at:

📩 [e-mail]

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