--- title: "Using Wrapbook as an agent" slug: "using-wrapbook-as-an-agent" updated: 2026-07-15T21:43:36Z published: 2026-07-15T21:43:36Z canonical: "help.wrapbook.com/using-wrapbook-as-an-agent" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt > Use this file to discover all available pages before exploring further. # Using Wrapbook as an agent ## Welcome to Wrapbook! As an agent in the entertainment industry, you play a crucial role in managing and supporting your clients' careers. To support *you*, we've designed an agent experience with your unique needs in mind. Our agent-specific features allow you to efficiently manage multiple clients, handle paperwork, track payments, and maintain tax documentation—all from a single dashboard. To help you get started, we’ve created this guide specifically for agents. ## Your Wrapbook account Your account provides access to Wrapbook’s unified production payroll, accounting, and compliance platform. The platform is *unified* in the sense that you can use *a single Wrapbook account* to manage work as a: - Production company - Production accountant/administrator - Member of a production’s cast and crew - Represented worker’s agent To protect you and your clients’ sensitive data, Wrapbook accounts are designed to be accessible by one person only via [MFA authentication](/v1/docs/account-security-phishing-prevention). For this reason, we advise against creating an account to be shared by an agency or more than one person. ### Account profiles Your ability to use Wrapbook in the different capacities listed above is based on the profiles enabled for your account. To use your *agent profile* in Wrapbook, notify the production that your client is a *represented worker*. Your *agent profile* will be activated when you click the link in the project invitation sent to you by the production company. In Wrapbook, *productions* are referred to as *projects*. To create a balanced system that protects both parties' interests while streamlining entertainment industry workflows, permissions for *agent* profiles and *represented worker* profiles differ in Wrapbook. #### Agent profiles An agent profile allows you to manage clients' paperwork, payments, and documentation through a centralized dashboard. With an agent profile in Wrapbook, you can: - Manage multiple client accounts - Help complete client onboarding - Track and review payment information - Receive payments for your clients #### Represented worker profiles A represented worker profile allows your client to maintain control over their personal account settings and profile information. When a worker is represented by an agent: - The agent can view and receive payments on their behalf - Your client maintains control of their personal account settings and profile information in Wrapbook - agents cannot modify these without permission #### How they work together Before [onboarding your clients](/v1/docs/onboarding-your-clients-in-wrapbook) to Wrapbook, it’s important to find out if they already have a Wrapbook profile setup or not as this determines who’s responsible for completing your client’s startwork. **If your client hasn’t previously set up a Wrapbook profile and hasn’t been paid through Wrapbook before** you’ll be able to: - Complete onboarding on your client’s behalf so they can be paid - Download your client’s startwork so it can be signed by your client manually or via a secure document sharing platform, and then sent to the production company **If your client has previously setup a Wrapbook profile:** - Your client will be required to login to their Wrapbook account and electronically sign their startwork before they can be fully onboarded and paid [They can choose if payments should be sent to you or to themselves](/v1/docs/how-to-use-wrapbook-when-you-have-an-agent). In Wrapbook, payments to agents are sent via mailed paper checks. Clients can only use direct deposit to receive payments if they choose to receive payments directly. If a client chooses to have payments sent to their agent, the checks will be mailed - direct deposits are not an option. ## Project invitations When a production company marks a worker as having an agent, two Wrapbook emails will be sent when they’re added to a project, one to the agent (you), and one to the represented worker (your client). ## How to set up your agent profile in Wrapbook The recommended way to set up your agent profiles in Wrapbook is to reach out to the production company and: 1. Notify them that the worker (your client) is represented 2. Provide the email address that you’ll be using to manage your client’s account in Wrapbook - This is the email that you’ll use to login to your Wrapbook account 3. Tell them your agent fee - When the production adds your agent fee, it will be included in the represented worker paychecks and will be taxed as worker wages Once you notify the production company and provide your information, the production company will send you a project invite email. The email will come from @wrapbook.com and have the subject line: *You’ve been added to a Wrapbook project to onboard your client* Note: If your client has received a Wrapbook invitation but you haven't, ask the production's administrators to enable the *This worker has an agent* option in your client's *worker profile*. The production administrator instructions on how to do this can be found here: [Onboarding workers with agents](/v1/docs/onboarding-workers-with-agents). Once you receive the email: 1. Open the invitation and review the details 2. Click the **Accept invitation** button 3. Complete your agent profile by entering your professional information in the required fields 4. Begin [onboarding your client](/v1/docs/onboarding-your-clients-in-wrapbook) ## How agent fees work in Wrapbook If a production company sets up an agent fee for your talent's deal, it is important to understand how that fee is structured before the worker's first payment is issued — so you can decide whether this arrangement works for you. **The fee is added to your talent's gross wages and taxed — not untaxed and not issued as flat fee amount on a separate check** In Wrapbook, when an agent fee is set, the agent fee amount is included as part of the worker's wages and taxed accordingly. It is not a flat fee paid to the agent on a separate check. For example: - Your talent's base gross wages: **$1,000** - Agent fee (20%): **$200** - Total gross wages processed through payroll: **$1,200** Taxes are withheld on the full **$1,200** — not on $1,000. Your talent's paystub will reflect this full gross amount. **The fee is taxed as part of your talent's wages** Because the fee is included in your talent's gross wages, it is subject to the same payroll taxes as the rest of their earnings: - **W-2 employee:** Wrapbook withholds and remits applicable federal, state, and local taxes on the full gross amount, including the fee. Your talent receives a W-2 at year-end reflecting the total gross wages. - **Loan-out or contractor:** Wrapbook generally does not withhold payroll taxes. Your talent receives a 1099-NEC at year-end for the full gross amount, including the fee. Tax reporting follows the tax ID (SSN or EIN) on your talent's Wrapbook profile — not yours as the agent. ### How you receive the fee You do not receive a separate payment for your fee. The full gross payment — your talent's wages plus your fee — is issued as a single **mailed paper check** directed to whoever is designated to receive payments for that deal: - If payments are directed to **you**, you receive the full amount and are responsible for remitting your talent's portion to them - If payments are directed to **your talent**, they receive the full amount ### If this structure doesn't work for you If you prefer not to have your agency fee rolled into your talent's gross wages, you do not need to use Wrapbook's agent fee feature. You can arrange your fee payment directly with production outside of Wrapbook. Contact the production administrator before payroll is run to discuss the arrangement. **Note:** This decision must be made *before payroll is processed*. Once a payment has been issued with the fee included, reversing it requires stopping and reissuing the payment — which delays funds for your talent and creates additional work for the production team. Please note that if a check cannot be stopped, a reversal may still be possible; however, the taxed portion of the payment cannot be returned. If you are unsure how the fee has been set up, contact the production administrator before your talent's first payroll run. ## Agent FAQ To help you understand how to use Wrapbook as an agent, we’ve put together this list of frequently-asked questions. Click the arrow next to a question to see the answer. #### Can agents use Wrapbook? Yes! Wrapbook has designed an agent experience with unique features to help you efficiently manage multiple clients, handle paperwork, track payments, and maintain tax documentation—all from a single dashboard. Through your agent account, you can manage client onboarding, set agent fee percentages, and receive payments on behalf of your clients. #### Can both the agency and the agent have access to a client's profile? In Wrapbook, the accounts of represented workers (your clients) are connected to their agent’s Wrapbook account via the agent’s email. To learn more, see [How to set up your agent profile in Wrapbook](/v1/docs/using-wrapbook-as-an-agent#how-to-set-up-your-agent-profile-in-wrapbook). #### I created an account in Wrapbook, but there’s no projects or clients connected to it. What am I missing? If you're not seeing a project or clients connected to your account, it's likely because either: - You haven’t accepted the project invitation yet. The invitation email will come from @wrapbook.com with the subject line: *You've been added to a Wrapbook project to onboard your client.* - The invitation that you accepted was sent to an email that’s different from the one you used to create your Wrapbook account. In this case you can contact our Support team and ask them to merge your accounts. #### How do I know if I completed everything required by Wrapbook when onboarding my client? You can quickly check a client's onboarding status from your *Dashboard* or from their Client details page. **From your Dashboard:** 1. In the left-side navigation, click **Dashboard** 2. Check the *Needs Onboarding* section: - If your client appears there, their onboarding is **not yet complete** - If your client does **not** appear there, their onboarding has been completed **From a Client Details page:** 1. In the left-side navigation, click **Clients** 2. Click **View** next to the client's name 3. Click the **Projects** tab 4. Check the *Onboarding status* column: - **Client is onboarding** — onboarding is not yet complete - **Onboarded** — onboarding is complete To learn more, see [Onboarding clients](/v1/docs/onboarding-your-clients-in-wrapbook). #### How are payments to my clients taxed? In Wrapbook, agent fees are taxed only if your client’s employer chooses to include an agency fee as part of the worker’s payment. Note, that adding an agency fee is not a Wrapbook requirement. - When added, agent fees are taxed as worker wages and that withholding applies based on your client’s tax status - Tax reporting follows the tax ID (SSN or EIN) on your client’s profile - If your client is paid as a W‑2 employee, Wrapbook withholds and remits payroll taxes and issues a W‑2 to your client at year‑end - In most cases when a client is paid as a loan-out or contractor, Wrapbook **does not** withhold tax. In these cases, Wrapbook issues a 1099 to the represented worker at year-end. - If your client has their own Wrapbook account, they can access these documents from their [Tax documents](https://help.wrapbook.com/docs/tax-documents) dashboard - As an agent, you cannot alter your client’s tax classification. W‑2 vs 1099 is set by the production. If this information needs to be updated, please contact the production’s administrators #### As an agent, how do I add or update a client's tax withholding information in Wrapbook? Withholding changes must be made by either the worker or the production company directly. - If your client needs to update their withholding: Ask them to log in to their Wrapbook account and update it from their account settings. To learn more, see [How to complete Form W-4](/v1/docs/how-to-complete-form-w-4). - If a production company needs to update the withholding: They can do so from the worker's profile in Wrapbook. If you're unsure who to contact, reach out to the production's payroll administrator. If you need further assistance, [contact the Wrapbook Support Team](/v1/docs/how-to-get-help-using-wrapbook). A person or company licensed by the state to represent clients and negotiate contracts on their behalf. The performers appearing in a production. On budget and breakdown forms, cast refers only to speaking parts and not background actors. The people who perform all the technical and production jobs behind the camera. Documents filled out by workers at the beginning of the work, which contains specific, vital information needed to process payroll. (Social Security Number) A unique identifier issued to U.S. citizens and residents that serves multiple purposes including taxation and identification. Employer Identification Number: Federal tax identifier used to identify a business A loan-out company is a corporate entity, typically an S Corporation or C Corporation, that "loans out" the services of an individual (usually an entertainment industry professional) to other companies. The individual is an employee of their loan-out company, which in turn contracts with production companies or other businesses. An IRS form by which specific income (such as non-employee compensation, royalties, etc.) is reported to the federal government. Equivalent to a W-2 for independent contractors where remuneration is not being paid by the employer.