Payout Setup

This satisfies IRS requirements for paying independent contractors. Fill it out once — takes 2 minutes — and your payouts will be unlocked permanently.

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Sales rep agreement

You are joining as an independent sales rep, not as an owner of OttoBot Agency, its brands, websites, leads, or contractor relationships.
You do not own customer accounts, contractor seats, websites, or platform assets generated through this system.
Your default commission is on the first closed sale only unless a separate written override exists.
Payments are held until this payout setup is completed and certified.

Sensitive tax details submitted here are stored in encrypted worker-side storage. The dashboard only exposes a redacted status summary, not your full tax ID.

Tax profile

Legal name

Business name (optional)

Tax classification

Not sure? If you're an individual working alone, pick Individual / Sole proprietor.

Tax ID type

Tax ID number

Enter 9 digits. It is encrypted before storage and only the last 4 digits are shown back in the dashboard status.

Mailing address

Address line 2 (optional)

City

State

ZIP code

Signature name

Type your name to certify the tax profile and sales rep agreement for payout purposes.

I accept the sales rep agreement and understand that commission is first-sale-only unless a separate written override exists. I certify that the information provided here is correct and can be used for payout and tax reporting.

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