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How to add my tax number
How to add my tax number

How do you add your tax number in the system and make it visible on documents?

Mario Dasca avatar
Written by Mario Dasca
Updated over 2 months ago

If you wish to update your tax number in the system, please follow these steps:
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Step 1: Access the Settings Page

  • Begin by navigating to the Settings Page in your system.

Step 2: Navigate to Business Settings

  • Locate the Branding tab on the Business Settings page

  • On the next screen, click on the 3-dotted icon to open the options menu

  • In the options menu, select Edit

Step 3: Edit Tax Number

  • Locate the Tax Number field and edit by typing

Step 3: Save Progress

  • Save your progress by clicking Update and returning to the previous screen


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