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Complete the client accreditation form

2 min read · Updated

Fill in KMC's client accreditation (client intake) form from the link KMC sends you. Sign in, agree to the Conforme, complete General, Billing, Finance and Withholding Tax Information, save drafts, and fix "Session Expired" or email validation errors.

On this page

The client accreditation form collects your company's tax, billing and finance details so KMC can onboard and bill you correctly.

Before you start

  • Use the accreditation link KMC sent you.
  • Sign in to HUB with the email address the link was sent to. HUB checks your email before the form opens.
  • Have your tax registration details, billing contacts and finance contacts ready.

Start the form

  1. Open the accreditation link and sign in if asked.
  2. Wait while HUB shows Verifying Email.
  3. Read the Conforme declaration and select I Agree and Confirm. You do this once, the first time you open the form.
  4. On the overview, select the first section, General Information.
A section of the client accreditation form.
The Conforme declaration.

Fill in each section

The form has four sections:

  • General Information: business identity, tax registration, organization type and main contacts.
  • Billing Information: where invoices go, electronic or physical billing, and who receives them.
  • Finance Information: how you pay, where cheques go, and who handles collections.
  • Withholding Tax Information: your withholding tax classification and, if it applies, the CWT release schedule and contacts.
  1. Fill in the fields in the section.
  2. To finish later, select Save as Draft.
  3. When the section is complete, select Continue (or Update & Continue if you changed it).
  4. Repeat for each section. In the last section, select Done after it's submitted.
  5. You see All Steps Completed. Your form is now pending review.
The completed accreditation page.

On the overview, each section shows Pending or Submitted. Select Go to Overview to return to it at any time.

Upload supporting documents

The overview has an Upload requirements card. Select it to go to your Business Profile and upload documents. See Upload your business requirements.

Troubleshooting

  • Session Expired: select Validate Email to check your email again and continue.
  • Unable to Load Status: select Try Again.
  • An "Email is invalid" message or a page with a Go back button means HUB couldn't confirm your email for this link. Check that you're signed in with the email the link was sent to. If it still fails, contact Client Services.

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