Missing
Start with missing profiles
Find payees who still need to provide their tax information.
Tax readiness
Know who needs attention before payout day
Check each payee’s tax status, spot missing details, and give your team a clear next step before preparing the payout.
Payee tax statusMissing informationNext action
Payee tax status
Needs attentionTax profileMissing
Form statusNot started
TIN matchNot checked
Next actionComplete tax profile
Payee status
What needs attention
Tax profile missing
Payee action needed
Complete profile
Turn tax follow-up into a clear to-do list
See which profiles are incomplete, which forms are still in progress, and which records need another look.
In progress
Know when a form is still in progress
Tell a draft from a submitted form so your team knows whether to follow up or wait.
Check
See the latest TIN-check status
For programs with TIN matching, see whether the check has not started, is pending, has matched, or needs attention.
Review
Catch W-8 records that need review
See when a W-8 record has expired or needs another review.
How it works
Move from a missing detail to a clear payout decision
More in Mass Payouts
Explore more in Mass Payouts
Payout risk review
See which payout instructions need attention, understand the reason, record the decision, and execute only approved item
Mass payments
Import your payout list, process the run and follow each payment result. Keep source references with completed and faile
Payout review
Inspect each payment’s source reference, status and explanation. Distinguish approval from held-item review and export c
Frequently Asked Questions
What does tax ready mean?+
It means the expected tax information is present and no current TIN, expiry, or review item needs attention.
Which tax forms can I track?+
Gruv can record the status of W-9, W-8BEN, and W-8BEN-E forms. The form and collection flow depend on how your program is set up.
Does a tax issue stop the payout?+
Gruv shows the issue and the next step. Your team keeps control of whether to pause, review, or continue.
Is year-end reporting part of tax readiness?+
Tax readiness and year-end reporting are separate. Your Gruv setup defines which reporting services are included.
Next step
See where Gruv fits
Tell us what you are trying to do, where it needs to work, and how your team handles it today.
Contact the team