Create and manage incentives payout and tax profiles in Partner Center

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Appropriate roles: Incentives admin | Account admin | Global admin

Before you can receive payment for your incentive programs for a particular Microsoft AI Cloud Partner Program location, you must complete your enrollment by associating a valid payout and tax profile with the program and Microsoft AI Cloud Partner Program location. Microsoft uses that payout and tax profile to issue payments. You might be allowed to use an electronic bank transfer or a credit note for payment, depending on the rules of the incentive program.

Roles, currencies, and multiple Microsoft incentive programs

It's important to understand the following information before you get started with your payout and tax profile.

Roles and permissions

You must be an Incentives admin to enter bank and tax information for incentive payments. (Incentives users can view incentives earnings, payment details, and reports, but they can't edit bank and tax details.)

To request Incentives admin permissions, contact your Microsoft AI Cloud Partner Program partner admin or Global admin.

To find out who in your company has the Microsoft AI Cloud Partner Program partner admin or Global admin roles, use the following steps:

  1. Sign in to Partner Center and select the Settings (gear) icon.
  2. Select Account settings.
  3. Select User Management and filter on Microsoft AI Cloud Partner Program partner admin or Global admin.

If you're a Microsoft AI Cloud Partner Program partner admin or Account admin, you can assign yourself or a colleague the Incentives admin role.

To assign yourself or a colleague the Incentives admin role, use the following steps:

  1. Sign in to Partner Center and select the Settings (gear) icon.
  2. Select Account settings.
  3. Select User Management.
  4. Locate your name or your colleague's name in the list of admins, and select the Incentives admin role to be assigned.

For more information about creating users and assigning roles, see Create user accounts and Assign roles and permissions to users.

Choose your disbursement currency

Incentive payments are made in the currency you selected when you set up your payment profile. Payments are calculated using an exchange rate that's set monthly by Microsoft. You're responsible for any changes in value due to the currency selected.

Using different profiles for different Microsoft programs

If your company is enrolled in multiple incentive programs, you can use the same payment account for all of them, or you can choose to use different payment accounts for different programs.

Create and manage payout and tax profiles in Partner Center

The following sections walk you through the process of creating and managing payment and tax profiles in Partner Center.

Important

You must be an Incentive admin to create or manage payment and tax profiles in Partner Center. Incentive roles must be assigned to each Microsoft AI Cloud Partner Program location under each incentive program. For more information about how to add Incentive admins in Partner Center, see Create user accounts.

Access the payout and tax section in Partner Center

To access the payout and tax section in Partner Center:

  1. Sign in to Partner Center using your Microsoft Entra account (company account), or the appropriate email address if one was assigned.

    • Multiple domains can be registered within one Microsoft Entra account. Contact your Global admin to determine which domains are associated.
    • If you're only able to sign in with the @onmicrosoft.com domain and you need extra domains, contact your Account admin to add extra domains to the Microsoft Entra account.
    • If you're prompted to select Work or school account or Personal Account, select Work or school account.

  2. Select the Settings (gear) icon, and then select Account settings.

  3. In the Account settings menu, select Payout and tax.

Assign payout and tax profiles to individual programs

To assign payout and tax profiles to individual programs:

  1. Sign in to Partner Center and select the Settings (gear) icon.

  2. Select Account settings, then select Payout and tax section, and then Payout and tax profile assignment.

    A list of your programs is displayed. Select the arrow next to a program to see profile details.

  3. In the Tax Profile dropdown menu, select the tax profile you want, or select the option to create a new profile. When you select the option to create a new profile, you're redirected appropriately. Select Continue in the pop-up window. The process for creating a new tax profile is provided below.

  4. Select Payment method.

    If you selected Electronic bank transfer as your payment method, select the payment profile you want, or select the option to create a new profile. When you select the option to create a new profile, you're redirected appropriately. Select Continue in the pop-up window. The process for creating a new payment profile is provided below.

    If you selected Credit Note as your payment method, then complete the verification. Verification confirms that the referenced SAP number belongs to your organization.

    Note

    If there are multiple Microsoft business entities listed, you must select a payment profile for each entity.

    Payment method availability is dependent on the rules of the incentive program.

    If your PartnerLocationID is paid by a local Microsoft subsidiary for a particular incentive program and allows an LRD (limited risk distributor) credit memo as the payment method, then your payment profile will be pre-populated with the LRD Credit Note payment method. On the LRD credit note payment method row for the respective incentive program and location PartnerID, Confirmed or Verification Needed appear as the status in the payment profile section.

    Select Verification needed to confirm and verify the CSP tenant ID details that are associated with the location Microsoft AI Cloud Partner Program and the payment method to receive the credit note payment. In the Credit Note Details dialog box, review and verify that the CSP Tenant ID and details provided are correct. If you're presented with more than one tenant ID, carefully select the CSP tenant ID on which you want to receive payments. Next, select Confirm to acknowledge that your company details are correct, and that the incentive payment should be made to the CSP tenant ID that you selected.

    If the status is Confirmed, the assignment of the CSP tenant ID has been completed, and no further action is required. You can select Confirmed to see the details of the assignment.

    In countries/regions that require partners explicitly to request to apply a tax exemption, you can apply tax exemption next to the tax profile in the tax profile section of the incentive program and location MPN. Checking this box applies tax exemption benefits to your incentive credit note.

    Currently, the LRD Credit Note payment method is available only for partners for the Microsoft Commerce Incentive program and Campaigns Incentive program in the following countries/regions:

    • Australia
    • Austria
    • Belgium
    • Canada
    • Denmark
    • Finland
    • France
    • Germany
    • Netherlands
    • New Zealand
    • Norway
    • Sweden
    • Switzerland
    • United Kingdom

    If you're a direct-bill partner or indirect provider in these countries/regions enrolled for the MCI program or the Campaigns program and you don't see LRD credit note as the available payment method, then confirm that your tenant ID is associated with the relevant partner Microsoft AI Cloud Partner Program location account. For more information, see how to update your organization profile.

  5. Select the currency.

  6. When you've completed all of the payment fields, select Submit.

Set up a default bank profile

You can set up default bank profiles and assign them to Microsoft AI Cloud Partner Program locations. These default profiles are used by Microsoft for subsequent enrollments for that Microsoft AI Cloud Partner Program location.

To set up a default bank profile, use the following steps:

  1. Sign in to Partner Center and select the Settings (gear) icon.

  2. Select Account settings, then select Payout and tax, and then Payout and tax profiles.

  3. Select Manage default profiles under the Payment profiles section.

  4. To create a default bank profile, select Add a default bank profile.

  5. Select a bank profile from the list of available bank profiles of your company. Select the currency to be used with this bank profile. Select the list of Microsoft AI Cloud Partner Program locations for which you want this default profile to apply.

  6. Select Done when you complete the selections. (The Done button can't be selected until all required fields have been completed.)

    Note

    The same bank and currency pairing can be applied to multiple locations. If the location Microsoft AI Cloud Partner Program has been assigned a default profile and currency combination once, it no longer appears in the location dropdown for future default profile assignments. If the default selection is deleted, the location Microsoft AI Cloud Partner Program reappears for future default profile assignments. Each bank profile and currency combination is added as an unique, editable row.

  7. After all the required changes have been made, select Save.

Create your bank profile

Bank profiles are created at a company level. Doing so allows one bank profile to be assigned across multiple PartnerIDs and incentive programs within a company. There might be exceptions when applying a banking profile to different countries/regions, because different banking and tax rules might apply.

Note

On the pages on which you enter this information, fields with an asterisk are required. If you need more information about a field, select its information icon.

To create your bank profile, use the following steps:

  1. On the Details page, complete the following fields:

    • Profile name: Enter a unique name to identify the payment profile.
    • Bank account location: The country/region in which your company's bank is located.
    • Payment method: The preferred payment method for Partner Center is electronic bank transfer.

  2. Select Next.

  3. On the Bank account page, enter your information.

    Fields shown on this page vary by country/region.

  4. Select Next.

  5. On the Beneficiary page, enter the appropriate information.

    The beneficiary is the person in your company that the bank should contact if they need to discuss your account.

  6. Select Finish after you've entered the required information, and then select Confirm to create your bank profile.

    You're redirected to the Payout and tax profiles page. The status of your new profile is Pending Microsoft validation until the validation is completed. Verification can take up to 48 hours.

    When validation is complete, your profile status is either Approved or Action required. If the status is Action Required, repeat the preceding steps to provide the required information.

Create your tax profile

Use the following procedure to provide Microsoft with the tax information required for your organization. The pages in the tax information entry section are dynamic and vary according to your country or region. If you need help with identifying the correct tax information, contact the appropriate government sources in your country/region.

For partner companies in the United States, if you require information on completing IRS forms W-8 or W-9, you can get more information by downloading the information at the following addresses:

Important

Never enter personal information. Be sure to only enter information about your company.

To create your tax profile:

  1. On the Business Profile page, complete the required fields and then select Next.

  2. On the Setup page, select the option that applies to your company.

    • Select the option on the left if your company is incorporated in the United States only, or if this profile is for an individual.
    • Select the option on the right if your company is incorporated outside of the United States, and then select your country/region from the list.

  3. Select Next.

  4. On the Tax status page, enter the required information, and then select Next.

    Fields on this page vary by country/region.

  5. On the Additional documentation page, enter the required fields and then select Next.

  6. Select Browse to upload any documents required by your country or region.

    • When the document name is shown, select Upload.
    • If you need to remove the document, select Remove.

  7. To save and continue, select Finish.

  8. Select Confirm on the pop-up message.

    You're returned to the Payout and tax setup page.

Update expired tax profiles

To update expired tax profiles, use the following steps:

  1. Sign in to Partner Center and select the Settings (gear) icon.

  2. Select Account settings, expand the Payout and tax section, and then select Payout and tax profile.

  3. Select Tax profile.

  4. Check the column Expiration Date and go to the tax profile that is expired or about to expire.

  5. Select Edit.

  6. In the tax form section, update the tax forms by providing the new details.

Approval of payout and tax profiles by Microsoft

Validation can take up to 48 hours. During this time, your profile status on the Overview page appears as Validating enrollment. After the process is complete, the status appears as either Enrolled if successful, or Action Required - Update Payment and/or tax details if necessary.

Confirmation for correct completion of payout and tax profile

The status of your enrollment is displayed on the Overview page. When you've finished creating your profiles, your status is Validating enrollment. After we've validated your information, your status changes to Enrolled. This status indicates that your payout and tax profile and your enrollment is successfully completed.

Reason to update an existing tax profile to use it with a new incentive program

We pay out incentives from different locations depending on the incentive type. These differing locations might require more tax information, based on the incentive program rules, to process correctly.

Deletion of payment and/or tax profile?

Microsoft doesn't support deleting existing payout and tax profiles.

Next steps