1. If you have any pending tax forms, you should see an action item on your dashboard. Click on the action item to bring you to our secure upload portal.
On your home page, you will see an action item "Upload tax form for [investor profile]"
After clicking your action item, you will be taken to our secure upload portal within the "Documents" tab.
- Alternatively, you can navigate directly to the "Documents" tab to see if you have any pending tax forms.
2. If you do not have a tax document already on file, download and complete the appropriate tax form specified in your Canopy portal.
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Download and complete the relevant tax form for your situation:
○ For U.S. Persons and Entities: Form W-9
○ For Non-U.S. Persons: Form W-8BEN
○ For Foreign Entities: Form W-8BEN-E
Fill out the fields on your appropriate tax forms
Download the filled-out form to your computer
3. Browse & Upload your completed Tax Form(s):
Select the "Browse" button to open your file explorer
Locate and open the file of your tax form
Once the Canopy platform uploads your file, you will see a confirmation message
Note
This is required for each participating profile, so repeat as necessary, i.e., one opportunity was executed personally and another opportunity was executed under your family trust; this situation would require two forms.
5. Review or re-upload your tax forms anytime under the Documents tab:
Preview your tax document(s) under "Documents" tab
PDF viewer will pop-up for your to review the document
Should you need to make edits, you can reupload your documents any time