> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shorpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Documents

> View and download the US tax forms you've signed through Shor.

The **Settings → Tax Forms** page shows every US tax form you've signed through Shor. It's a view-and-download archive; you can't submit new forms from here. Those are collected during contract signing.

<Note>
  Tax forms here refer specifically to US tax forms collected at contract signing. For tax filings in your own country, see [Transactions](/professional/transactions) to export your earnings for your accountant.
</Note>

## Where Tax Forms Come From

When you sign a contract for work with a US-based business, the signing flow collects the right US tax form for your tax status:

<CardGroup cols={3}>
  <Card title="W-9" icon="file-lines">
    For **US persons**: US citizens, resident aliens, and US-registered entities. Required so the right 1099 can be filed if your total earnings from a US employer cross the reporting threshold.
  </Card>

  <Card title="W-8BEN" icon="user">
    For **foreign individuals**: certifies your foreign status and any applicable tax treaty benefits.
  </Card>

  <Card title="W-8BEN-E" icon="building">
    For **foreign entities**: similar to W-8BEN but for business entities rather than individuals.
  </Card>
</CardGroup>

Shor picks the right form based on your tax residency and whether you're contracting as an individual or a business entity. The form fields pre-fill from your profile so you mainly review and confirm.

## Viewing and Downloading

From **Settings → Tax Forms**, you can:

* See every tax form you've signed
* Download a PDF copy of each form
* Check when the form was signed

Forms are stored securely and linked to the contract they belong to.

## When to Submit an Updated Form

Your circumstances can change. You might move countries, convert from an individual to a business entity, get a new tax ID, or become a US person. When that happens:

* For **active contracts** that use a form affected by the change: reach out to your employer or Shor support. The employer can re-initiate the tax form step on the affected contracts.
* For **new contracts**: the signing flow will collect a fresh form based on your current profile details.

<Warning>
  If your tax status changes (for example, from foreign to US person after getting a green card), tell your employers as soon as possible. They may need to update how they report payments to you for the rest of the year.
</Warning>

## Year-End 1099s

If a US-based employer paid you over the IRS reporting threshold in a calendar year, you're entitled to a **1099-NEC**.

Shor generates and files the 1099 on your employer's behalf. Everything the form needs (your W-9, the employer's details, and the exact amount paid) is already on Shor, so the form is assembled, filed with the IRS, and delivered to you without you or your employer chasing paperwork at year-end.

You'll find the signed 1099 in **Settings → Tax Forms** in January or February for the prior tax year. A copy is emailed to you at the same time.

## Non-US Tax Filings

Shor doesn't currently generate tax forms for non-US jurisdictions. For your home-country tax return:

* Use the **Transactions** export (from **Finance → Transactions**) to pull your annual earnings by company
* Hand the export plus any country-specific documents from your employer to your tax advisor

Most advisors are happy working from Shor's export format.

## Privacy

Your tax forms are shared only with the specific employer they relate to, never with other companies you've worked with on Shor. Each company sees only the form attached to their contract with you.

## Next Steps

<CardGroup cols={2}>
  <Card title="Transactions" icon="list-ol" href="/professional/transactions">
    Export your earnings for tax filing.
  </Card>

  <Card title="Signing a Contract" icon="pen-fancy" href="/professional/signing">
    How tax forms are collected when you sign.
  </Card>

  <Card title="Data Privacy" icon="shield-halved" href="/platform/data-privacy">
    How Shor protects your personal data.
  </Card>
</CardGroup>