Setting Up Your Tipalti Account

As of March 2018, we have transitioned from Payable to Tipalti.  All payment and tax information will be documented and completed through our third-party payment processor Tipalti.

Below are the steps you will take to set up your Tipalti account to complete the tax forms as an independent contractor for Swing and set up direct deposit for payments.  You must complete your W9 Tax Form in order to receive payment.

Log Into Tipalti

Login to your Swing Sub account at and click on Payment Setup under the top right navigation as below:


1. Enter Your Address

After you login, you will be taken to the following screen where you need to enter your email, phone number, your full name, and address.  The name you use here should match your banking records.

Once finished, click the “Next” button on the bottom right portion of the page.


2. Enter Your Payment Method

Click the drop-down menu to select the type of payment method you want to use:

A) RecommendedDirect Deposit/ACH - enter your bank information

B) Checks - Verify your name, address, and currency and note the following:

  • Cost $2.10 per check
  • 2.5% foreign currency conversion fee may apply.
  • Please allow 15 business days for the check to arrive.
  • Checks are for deposit only, and cannot be transferred.

Once finished, click the “Next” button on the bottom right portion of the page.

Note: P.O. Boxes cannot be used for your payment address. Screen_Shot_2019-07-22_at_8.20.55_AM.png


3. Complete your W9 and Sign Electronically

Complete the W9 Tax Form so that Swing can send your 1099 form at the end of the fiscal year.

Typically, Swing Subs get paid as individuals. You can set this up by marking the "individual/sole proprietor or single-member LLC" box on the W-9 form. If you've created a corporation or other legal entity under which you want to get paid, you can use these boxes.  If you are not getting paid as a business, you can leave the "Business Name" section blank.

We're not able to provide tax assistance, please check with your tax professional if you have further questions. 



NOTE:  In order to pass TIN validation, the following 2 things should match:

1) "Section 3: Tax Forms" - digital signature and the name you entered in "Section 1: Address" - Name (First, Middle, Last) 

  • This should also be the same as the name you used for your bank account. 


2) “Section 3: Tax Forms" - Name (individual or company name) should be the name that you use to file your taxes and is associated with the SSN [individual] / EIN [company] you enter on this tax form

  • "Section 3: Tax Forms" - Name (individual or company name) can be different from the name in “Section 1: Address - Name (First, Middle, Last)," for example, in the event it is a company name or your married name.  


If you have an apartment or suite number/letter you can write that in the box that says “Street”. For example, if your address is 1313 Mockingbird Lane Apt C, you can write Mockingbird Lane Apt C in “Street” and 1313 in the “Street Number” box.  

P.O. Boxes should also be entered into the “Street” box.


Digitally sign your W9 by typing your full name and your email.

Once finished, click the “Next” button on the bottom right portion of the page.

4. Done: You Are All Set To Receive Payments!

Once you reach the following screen you are ready to get paid by Swing!  


Once you're set up and have received your first payment via Tipalti, you'll be able to see your Payment History under the top right navigation as pictured.

Note: You will only be able to see any payments that have been made through the Tipalti system (you will NOT be able to see your previous payment history from Payable).


Submit a request if you have any questions or issues while setting up your Tipalti account.  We are here to help!