How do I update my ownership percentage in a partnership account?

UPDATE OWNERSHIP PERCENTAGE

To update your ownership percentage:

1. Log in to Client Portal and go to the Settings menu followed by Account Information
2. Click on Details followed by Ownership Percentage
3. For each partner, indicate the parent partner in the Parent Partnership drop-down menu
4. Enter the ownership percentage of each partner
5. Enter the effective date of the partnership
6. Once complete, click Continue to submit the change.

Please Note

• You can only access this page if you are a non-US partnership and you want us to withhold your taxes.

Additional Information

• How to update ownership percentage can be found in our Users' Guide.