Steve Quincy
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Activity overview
Latest activity by Steve Quincy-
Steve Quincy created an article,
Shareworks March 2021 Release
You can find the release notes here, Whats New March 2021
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Steve Quincy created an article,
Shareworks April 2021 Release
You can find the release notes here, Whats New April 2021
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Steve Quincy created an article,
How do I contact Shareworks or the Participant Experience Group?
There are many ways to contact the support teams. Select the appropriate support team below to see how to contact them. Jump to Shareworks Participant Support Jump to Shareworks Plan Administrat...
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Steve Quincy created an article,
How do I log into the Shareworks application using an app on my device?
To log into the Shareworks application, launch the app on your device and use your Account Number or Username and Password to sign in for the first time. Once you have signed in, you can set up fin...
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Steve Quincy created an article,
Does Single Sign-on (SSO) work for the Shareworks mobile app?
Yes, single-sign-on (SSO) is supported. If your company uses single-sign-on to access Shareworks, follow these steps: Open the app and enter your company email address. Tap Continue. You will be r...
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Steve Quincy created an article,
Are taxes withheld from my gross proceeds?
In the case of Stock Option Plans Any taxes to be withheld are determined by the individual stock option plan. Your company will specify if payroll taxes at source apply to the exercise of your opt...
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Steve Quincy created an article,
Where can tax documents be found?
Tax documents can be located in the Documents tab in your Shareworks account. If you do not see a Tax Documents tab in your documents section, then you do not have any tax documents at that time. A...
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Steve Quincy created an article,
What is the W-9 form for?
U.S. residents are required to file information returns with the IRS when certain financial activities occur. An example of these activities include: income paid, real estate transactions, mortgage...
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Steve Quincy created an article,
What is the common reporting standard self-certification form?
The common reporting standard (CRS) form is an international form for reporting based on tax residency. New participants must complete this form as part of their identification process. The form wa...
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Steve Quincy created an article,
Common Reporting Standard (CRS) Frequently Asked Questions | Foire aux questions sur la Norme commune de déclaration
What is the Common Reporting Standard (CRS)? The Common Reporting Standard (or “CRS”) is a global information sharing regime designed to provide tax authorities with information regarding financial...