Owner Profile & Tax Information
The Owner Profile is the central record for each property owner in jOS. It stores all the information you need for tax compliance, payout routing, and portal access — organized in one place under the Accounting tab.
What's in the Owner Profile
Tax & legal information
This section captures the data you need to issue a W-8 or W-9 at year-end without having to chase down information at the last minute. Fields include:
- Legal name (individual or company)
- Company name (if applicable)
- Address
- Contact details
- Tax identification number (TIN / EIN / SSN)
You can store multiple legal names per owner — useful when an owner holds properties under different entities (e.g., a personal name for one property and an LLC for another).
Owner Dashboard permissions
Control exactly what each owner can see and do in their Owner Dashboard. Permissions are set at the profile level and apply across all properties linked to that owner.
Payment details
Store the owner's banking and payout details here. This information is used for payout routing when the automatic payments feature goes live. (coming soon)
Fields include:
- Bank account name and holder
- Account number
- Routing number (ACH / US)
- IBAN and SWIFT/BIC (for EU / international owners)
- Payment method preference (ACH, SEPA, or manual)
- Payout currency
Note: Automatic payment execution (ACH/SEPA transfers) is a future feature. In the current release, payout details are stored and visible on statements, but transfers are initiated manually or externally.