Taxes | Knowledge Base | Better Sales Pro

Knowledge Base

Taxes

Manage tax certification forms and related tax documents for your Better Sales Pro account.

Open Taxes

  1. Go to Edit Profile.
  2. Under Account, click Taxes.

Complete or update tax forms

  1. Review any required tax certification (for example W-9 / similar forms for your region).
  2. Follow the prompts to fill, sign, or upload the form.
  3. Confirm the form status shows accepted/complete when finished.

Tax reports

  • Download available year-end or 1099-style documents when your company publishes them.
  • Keep a personal copy for your records.

Common issues

  • Form expired — submit an updated certification before the expiration date.
  • Cannot submit — ensure required identity and address fields on Personal Information are complete first.

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