Equity tax events are specific moments when equity compensation becomes subject to taxation. Such events are RSU vestings, token releases, option exercises, and more. This article explains how clients can submit these events in the Deel platform.

How to Submit Tax Events

✅ Step 1 - Go to the Equity tab

From the homepage, select the More icon followed by the Services option. Click the Equity tab.

✅ Step 2 - Select the Equity Tax Events tab

✅ Step 3 - Click Submit Tax Events 

✅ Step 4 - Download and fill out CSV file template

By clicking View Guidelines, clients can see instructions on how to complete the CSV correctly and avoid errors during the upload process.

✅ Step 5 - Upload the completed file

Please ensure the file includes:

• The method of tax coverage
• Quantity exercised/released
• Exercise price

• 409A or equivalent valuation reports
• Exercise or release statements
• Reports from equity administration tools
• Any documentation showing agreement between the issuer and employee confirming FMV or value

✅ Step 6 - Validate column mapping and data

After reviewing the information and correcting any errors, click Continue.
 

Once submitted, Deel’s team will review the tax events. After processing, the event status will update to Processed.

Note

Tax events submitted after the 20th of the month will be processed in the next payroll cycle.