If you are currently billing as an individual, but would like to start billing through your business (LLC, S Corp, C Corp, etc) you can update that information within your Workrise account.
First, log into your Workrise profile and select “Account Settings” from the drop down.
Next, click the pencil icon next to “Tax Info.”
Under “Billing Entity Type” select “Business Entity.” Enter your company name, company type, and employer identification number. If needed, you can update your mailing address as well. Be sure to double check your information – Workrise will use this information on your W-9 to file your 1099 Tax Form. If you need to submit an updated W-9 please contact firstname.lastname@example.org. When you’re ready, click “Save.”
You will see a confirmation notification when edits have been saved.
Edit Business Details: If you need to edit your business address, name, or company type, click the pencil icon next to “Tax Info” and enter the new details. If you need to update your EIN number, please contact us at email@example.com or call us at 866.467.4487 (opt. 2).
Bill as a New Business: If you are currently billing as a business, but need to update to a new business, click the pencil icon next to “Tax Info” and enter the new details.
Bill as an Individual: If you would like to go back to billing as an individual, click the pencil icon next to “Tax Info” and select “Individual Contractor” from the “Billing Entity Type” drop down.
Click the “Help” button on the bottom of your screen to chat with a support representative
Email us at firstname.lastname@example.org
Call us at 866.467.4487 opt. 2