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

Non-US Entity

If your company is not based in the United States, fill in this section.

Tax and Payout Information

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.

After downloading, use the files in your onboarding session or share them with your WeTransact CSM. We cannot receive them automatically.

Save your progress

Stays on this device. Come back anytime.

US Entity

If your company is based in the United States, fill in this section.

Tax and Payout Information

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 *

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.

After downloading, use the files in your onboarding session or share them with your WeTransact CSM. We cannot receive them automatically.

Save your progress

Stays on this device. Come back anytime.

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