PaymentWorks Assistance for Payees

1. Log into PaymentWorks here: https://www.paymentworks.com/accounts/login/

2. Click the "Connect" tab

3. Click "Tufts University" under "Customer Registrations" in the middle of the page, this will open the incomplete application. 

If you have received an email from PaymentWorks after your application was submitted saying changes are needed to your submission, please click HERE for instructions. 

1. Navigate to the Payee Support Site HERE

2. Click the "Contact Support" button in the top right corner to create a ticket

3. Request a "Placeholder ID" in your support ticket

4. Once you receive the ID, complete the application 

In the application, select "Foreign Bank".  This will trigger an email to you asking for your banking information.

1. Please contact your payment requester to ensure that the Tufts Registration request is being sent to the SAME EMAIL you used to register with for your previous registration. 

2. Once the invitation has been sent, log into PaymentWorks HERE and navigate the "Connect" tab and click on "Tufts Univeristy" to complete any missing information. 

Please reach out to your Tufts requester to let them know you are already registered under a different email address. If any of your information has changed since your initial registration, please log in HERE and review/update any information that has changed. Please do not validate the email address from the duplicate invitation. We use email addresses to help verify identity. 

1. Log into Payment Works HERE

2. Click the "Connect" Tab

3. Under "Customer Registration" if you see "Tufts University - Returned" or "Tufts University - Pending" you must click the link to complete the registration; (if it says "Returned" here, please follow the returned application instructions).

4. If you do not see "Tufts University" at all under "Customer Registrations", please contact your invite requester to confirm the email address you used to register your account. 

6. If it says "Complete" or "Submitted" Please reach out to the invite sender to let them know you have registered already. 

If you have recently moved or would otherwise like to change your remittance address please follow the instructions below. Note: if you have moved permanently, please change BOTH addresses to ensure your tax forms are sent to the correct address in January. 

Part 1– Remittance Address Update (Where your physical checks are sent)

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click on the Return to PaymentWorks Classic box on the bottom left in the menu panel.  Or click Customers on the left and click Go to Classic Connect Page on the right.

3. Click Company Profile on the top towards the right.

4. Click on Remittance Addresses on the left.

5. If CHANGING your address, click on the Pencil to the right of the address, make changes, and click Save. 

5a. If ADDING an additional remittance address, click Create New Address, enter info and click Save.

Part 2 - Primary Address / Corporate Address Update (Where your tax forms (1099 or 1042) are sent)

NOTE: an Updated W-9, W-8BEN or W-8BEN-E is needed with this update

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click on the Return to PaymentWorks Classic box on the bottom left in the menu panel.  Or click Customers on the left and click Go to Classic Connect Page on the right.

3. Click Company Profile on the top towards the right.

4. In the Marketing Information section, change or add any information here by clicking the Edit box.

5. Click Save.

To Upload a new Tax form:

1. Log into PaymentWorks at https://www.paymentworks.com/accounts/login/

2. Click Company Profile in the top right corner

3. Click "Tax Forms" on the left menu bar

4. Click the IRS Form link to download a blank copy of the applicable form.
(if the form listed is not the one you need please click one of the following links for a downloadable form:       W-9           W-8BEN        W-8BEN-E

5. Fill out the form completely and save it on your computer

6. Browse for the completed tax form on your computer and click "Upload"

PLEASE NOTE: EFT is ONLY for US Banks
 

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click Bank Accounts

3. Click Add Account and enter all requested information, including selecting the appropriate remittance address.

4. After bank info is added, click Remittance Addresses.  Make sure the Associated Bank Account is linked to the correct Remittance Address. 

5. Click Related Customers to make sure Tufts appears there.  If it does not appear, click Back to Remittance Addresses, then click Share With Customers, check the box next to Tufts, and click Send Address. 

NOTE: EFT (Direct Deposit) payments are preferred as they have a faster turn around, please consider updating your banking details instead of changing to 'check'.

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click on View/Edit Form in the center of the page.

3. Click on Additional Information at the top.

4. Scroll down until you get to US Payment Method and select Check.

5. Scroll to the bottom and click Submit.

1. Log into PaymentWorks at https://www.paymentworks.com/accounts/login/

2. Click the "Connect" tab 

3. Click on "Tufts University" under "Customer Registrations"

4. Click the "Additional Information" tab in the application 

5. Answer the "Are you a Tufts University student or employee" question(s)

6. Select "Foreign Bank" for your bank location

7. Click submit to submit the changes

PLEASE NOTE: you can only change your name if your tax ID number is the same. If you have a new tax ID number, please have your payment requester send a new invitation. If your tax ID is the same and you need to change your name, click HERE for instructions. 

1. Log into PaymentWorks at  https://www.paymentworks.com/accounts/login/

2. Click "Company Profile" in the top right corner

3. Click Business Details on the left side of the page

4. Click Edit in the bottom right and update your Non-US TIN to your US SSN and Click Save. 

5. Click "Tax Forms" on the left menu bar.

6. Download a blank copy of the W-8BEN tax form here

7. Fill out the form with your SSN or ITIN, save to your computer and then upload to PaymentWorks

8. Next, click the "Connect" Tab and click on "Tufts University" under "Customer Registrations" (this will bring you to the application)

9. Once in the application, click the "Additional Information" Tab at the top of the screen. 

10. Change the answer to "Are you a resident alien" to "No" and then click submit. 

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click on the Return to PaymentWorks Classic box on the bottom left in the menu panel.  Or click Customers on the left and click Go to Classic Connect Page on the right.

3. Click on Tufts University in the Customer Registrations box in the center.

4. Click on Additional Information.

5. In the Resident Alien section, click the dropdown and select Yes.

6. Click Submit.

7. Click on Company Profile.

8. Click on Business Details and click Edit.

9. Change Tax ID Type to SSN or ITIN.

10. Enter your SSN or ITIN in the Tax Number and Confirm Tax Number boxes.

11. Click Save.

12. You must then submit a W-9 by clicking on Tax Forms on the left.

13. Click on the IRS Form W-9 link to download a W-9, fill it out completely and save it on your computer.

14. Upload the completed form by clicking Browse, navigate to the W-9 you just saved, select it and click Open.

15. Click Upload

16. Click Save

1. Log into PaymentWorks HERE

2. Click the "Invoices" Tab to see your payments

If you do not see a payment here and are expecting one, please contact your payment requester or invite sender. 

Please note, the email address you should be using to log in is the one you initially validated with the PaymentWorks invitation.

If you forgot your email or password / would like to reset your password, please click the "Forgot Password" link on the log in page or contact PaymentWorks Support HERE and create a ticket by clicking "Contact Support" in the top right corner. 

Please contact your payment requester to provide an alternative email address for a new invitation. If you have logged into PaymentWorks via the Tufts SSO you will have a Payer account. Please DO NOT log in through Tufts unless you are going to send invitations. 

1. Log into your PaymentWorks account:  https://www.paymentworks.com/app

2. Click on View/Edit Form in the center of the page.

3. Click on Additional Information at the top.

4. Scroll down until you get to Purchase Order Email and enter PO Email Address.

5. Scroll to the bottom and click Submit.