Everything you need to prepare before your Marketplace listing goes live.

Onboarding Prerequisites checklist

Two key areas to complete before publishing on the Microsoft Marketplace

Partner Center Setup

Set up the tax and payout details for your publisher profile. This process involves electronic signatures and requires the Global Administrator or an authorized individual.

Company Name *

D.U.N.S Number

Office Address *

Tax ID *

Form 8832 with US IRS *

Disregarded Entity Status *

Exemption Codes (1099 & FATCA)

Employer Identification Number

Banking Information (IBAN / Account Number) *

Beneficiary Email & Contact Phone Number *

Note: You will also need to sign and provide consent to the E-SIGN Agreement (Federal Electronic Signatures in Global and National Commerce Act). Please review it beforehand for efficiency during onboarding.

Marketing & Product Listing

Essential marketing collateral for a seamless listing on the Microsoft Marketplace. WeTransact can resize images that don't match specifications.

Logo *

Click or drag to upload image 216 x 216 px, Mandatory

Screenshot(s) of the solution *

Click or drag to upload screenshots (up to 5) 1280 x 720 px, Minimum 1, up to 5 screenshots

Videos

Supporting File

Upload PDF only PDF which explains what your product does (e.g. a 1-pager). Helps Microsoft sellers and Marketplace reviewers grasp your value fast.

Tagline *

Product Description *

Keywords *

Support URL *

Terms and Conditions URL *

Azure Subscription ID *

Note: All images can be sent via WeTransfer link. If dimensions don't match, the WeTransact bot will resize them for you.

Save your progress Stays on this device. Come back anytime to pick up where you left off.

Tax & Payout Information

Partner Center setup. Requires a Global Administrator or authorized individual.

Company name *

Must match your bank account name exactly.

Office address *

D.U.N.S Number (if applicable)

EIN · Employer Identification Number US Only

Format: XX-XXXXXXX

Exemption codes · 1099 & FATCA (Form 8966) US Only

Up to 2 codes. Leave blank if not applicable.

Have you filed Form 8832 with the US IRS? *

Disregarded entity status *

Bank routing number *

9-digit ABA routing number for US bank accounts.

Account number *

Beneficiary email & phone *

You will also need to sign the E-SIGN Agreement (Federal Electronic Signatures in Global and National Commerce Act) during your onboarding session. Please review it beforehand for efficiency.

Marketing & Product Listing

Publishing collateral for a seamless listing on the Microsoft Marketplace.

Logo *

216 × 216 px · PNG or SVG

Upload logo 216 × 216 px

Tagline *

100 characters max.

0 / 100

Product description *

Overview with benefits and features · 5 000 characters max.

0 / 5 000

Keywords *

3 long-tail keywords for Marketplace search (e.g. "Learning management system").

Required by Microsoft Marketplace.

Support URL *

Public support or contact page.

Screenshots *

1280 × 720 px · Up to 5

Click or drag to upload screenshots Up to 5 · 1280 × 720 px

Supporting file *

1-pager or slide deck PDF · Up to 3 files

Upload PDF Up to 3 files

Video URL (optional)

Vimeo or YouTube link only.

Pricing plan(s) *

At least one plan required. Use $1 for private or custom pricing.

Azure Subscription ID *

Found in Azure Portal · See guide ↗

Terms & Conditions URL *

Leave blank for Standard Microsoft Contract.

All sections complete? Download the full package to share with your CSM.

Reference Documents

Can't find what you're looking for? We got you covered. Every Marketplace, MACC, and Partner Center detail lives at docs.wetransact.io