Create and manage incentives payout and tax profiles in Partner Center

Članak
04/11/2022
9 min. za čitanje

Appropriate roles: Incentives admin | Account admin | Global admin

Before you can receive payment for your incentive programs for a particular MPN location, you must complete your enrollment by associating a valid payout and tax profile with the program and MPN location. Microsoft will use this payout and tax profile to issue payments. You may be allowed to use electronic bank transfer or a credit note for payment, depending on the rules of the incentive program.

Roles, currencies, and multiple Microsoft incentive programs

It's important to understand the information below before you get started with your payout and tax profile.

Roles and permissions

You must be an Incentives admin to enter bank and tax information for incentive payments. (Incentives users can view incentives earnings, payment details, and reports, but they can’t edit bank and tax details.)

To request Incentives admin permissions:

Contact your MPN admin or Global admin.

To find out who in your company has the MPN admin or Global admin roles:

Sign in to the Partner Center dashboard.
Select the Settings gear icon.
Select Account Settings.
Select User Management and filter on MPN Admin or Global admin.

If you're an MPN admin or Account admin, you can assign yourself or a colleague the Incentives admin role.

To assign yourself or a colleague the Incentives admin role:

Sign in to the Partner Center dashboard.
Select the Settings gear icon.
Select Account Settings.
Select User Management.
Locate your name or your colleague's name in the list of admins and select the Incentives admin role to be assigned.

For more information about creating users and assigning roles, see Create user accounts and Assign roles and permissions to users.

Choose your disbursement currency

Incentive payments are made in the currency you selected when you set up your payment profile. Payments will be calculated using an exchange rate as set monthly by Microsoft. You’ll be responsible for any changes in value due to the currency selected.

Using different profiles for different Microsoft programs

If your company is enrolled in multiple incentive programs, you can use the same payment account for all of them, or choose to use different payment accounts for different programs.

Create and manage payout and tax profiles in Partner Center

The sections below will walk you through the process of creating and managing payment and tax profiles in Partner Center.

Important

You must be an Incentive admin to create or manage payment and tax profiles in Partner Center. Incentive roles must be assigned to each MPN location under each incentive program. For more information on how to add Incentive admins in Partner Center, see Create user accounts.

Access the payout and tax section in Partner Center

Sign in to the Partner Center dashboard using your Azure Active Directory (Azure AD) account (company account), or the appropriate email address if one was assigned.
- Multiple domains can be registered within one Azure AD account. Contact your Global admin to determine which domains are associated.
- If you're only able to sign in with the @onmicrosoft.com domain and you need additional domains, contact your Account admin to add additional domains to the Azure AD account.
- If you're prompted to select Work or school account or Personal Account, select Work or school account.
Select the Settings gear icon, and then select Account settings.
In the Account settings menu, select Payout and tax.

Assign payout and tax profiles to individual programs

Sign in to the Partner Center dashboard, and then select the Settings gear icon, then Account Settings.
Select Payout and tax section, and then select Payout and tax profile assignment.

A list of your programs will be displayed. Select the arrow next to a program to see profile details.
In the Tax Profile dropdown menu, select the tax profile you want, or select the option to create a new profile. When you select the option to create a new profile, you’ll be redirected appropriately. Select Continue in the pop-up window. The process for creating a new tax profile is provided below.
Select Payment method.
- If you have selected Electronic bank transfer as your payment method, select the payment profile you want, or select the option to create a new profile. When you select the option to create a new profile, you’ll be redirected appropriately. Select Continue in the pop-up window. The process for creating a new payment profile has been provided below.
- If you have selected Credit Note as your payment method, then complete the verification. This confirms that the referenced SAP number belongs to your organization.
  
  Note
  
  If there are multiple Microsoft business entities listed, you must select a payment profile for each entity.
  
  The payment method availability is dependent on the rules of the incentive program.
- If your location MPN ID is paid by a local Microsoft subsidiary for a particular incentive program and allows LRD (limited risk distributor) credit memo as the payment method, then your payment profile will be pre-populated with the LRD Credit Note payment method. On the LRD credit note payment method row for the respective incentive program and location MPN ID, you'll see Confirmed or Verification Needed as the status in the payment profile section.
  
  Select Verification needed to confirm and verify the CSP tenant ID details that are associated with the location MPN and payment method to receive the credit note payment. In the Credit Note Details dialog box, review and verify that the CSP Tenant ID and details provided are correct. If you're presented with more than one tenant ID, carefully select the CSP tenant ID on which you want to receive payments. Next, select Confirm to acknowledge that your company details are correct, and that the incentive payment should be made to the CSP tenant ID that you selected.
  
  If the status shows Confirmed, the assignment of the CSP tenant ID has been completed and no further action is required. You may still select Confirmed to see the details of the assignment.
  
  In countries that require partners explicitly to request to apply a tax exemption, there will be an option to apply tax exemption next to the tax profile in the tax profile section of the incentive program and location MPN. Checking this box will apply tax exemption benefits to your incentive credit note.
  
  Currently, the LRD Credit Note payment method is available only for Australia, New Zealand, Canada, Austria, Belgium, Denmark, Finland, France, Germany, Netherlands, Norway, Sweden, Switzerland and United Kingdom partners for the Microsoft Commerce Incentive program and Campaigns Incentive program. If you’re a direct-bill partner or indirect provider in these countries enrolled for the MCI program or the Campaigns program and you don’t see LRD credit note as the available payment method, then confirm your tenant ID is associated with the relevant partner MPN location account. For more information on this, read how to update your organization profile.
Select the Currency.
When you’ve completed all of the payment fields, select Submit.

Set up a default bank profile

You can set up default bank profiles and assign them to MPN locations. These defaults profiles will be used by Microsoft for subsequent enrollments for that MPN location.

Sign in to the Partner Center dashboard, and then select the Settings gear icon, then Account Settings.
Select Payout and tax, and then select Payout and tax profiles.
Select Manage default profiles under the Payment profiles section.
To create a default bank profile, select Add a default bank profile.
Select a bank profile from the list of available bank profiles of your company, select the currency to be used with this bank profile, and then select the list of MPN locations for which you want this default profile to apply.
Select Done once you've completed the selections. The Done button won't be clickable until all required fields have been completed.

Note

The same bank and currency pairing can be applied to multiple locations. If the location MPN has been assigned a default profile and currency combination once, it will no longer appear in the location dropdown for future default profile assignments. If the default selection is deleted, the location MPN will reappear for future default profile assignments. Each bank profile and currency combination is added as an unique, editable row.
Once all the required changes have been added, select Save.

Create your bank profile

Bank profiles are created at a company level. This allows one bank profile to be assigned across multiple MPN ID’s and incentive programs within a company. There may be exceptions when applying the banking profile to different countries, as different banking and tax rules may apply.

Note

On the following pages, fields with an asterisk are required. If you don’t know what a field is, select the information icon.

On the Details page, complete the following fields: Profile name: Enter a unique name to identify this payment profile. Bank account location: The country in which your company’s bank is located. Payment method: The preferred payment method for Partner Center is electronic bank transfer.
Select Next.
On the Bank account page, enter your information. Fields shown on this page will vary by country.
Select Next.
On the Beneficiary page, enter the appropriate information. The beneficiary is the person in your company that the bank would contact if they need to discuss your account.
When the fields are completed, select Finish, and then select Confirm to create your bank profile.

You’ll be redirected to the Payout and tax profiles page. The status of your new profile will reflect Pending Microsoft validation until the validation has been completed. This process may take up to 48 hours. Once validation has been completed, your profile status will reflect either Approved or Action required. If Action Required, repeat the steps above providing the necessary information.

Create your tax profile

Use the following procedure to provide Microsoft with the tax information required for your organization. The pages in this section are dynamic and will vary according to your country or region. If you need help with identifying the correct tax information, contact the appropriate government sources in your country.

For partner companies in the United States, if you require information on completing the W8 or W9 forms, the following addresses take you to the IRS site: