Add Tax ID Numbers to Accounts

You are able to track the tax ID numbers (EIN, VAT number, and so on) for your accounts by way of the Tax ID and Secondary Tax ID fields. If you will be using both tax ID fields, we recommend establishing a best practice in your venue as to which ID goes in which field, as the captions on these fields cannot be updated in the app.

These IDs can be added to your invoices and other templates, and on your documents they can be labeled as you wish. Contact us if you would like to add tax ID numbers to your templates.

To add an account's tax ID numbers:

1. On the account's overview page, click the edit pencil icon by General Information.

2. Add the numbers to the Tax ID and Secondary Tax ID fields.

   If the E-Invoicing integration is active, a Scheme ID and ICD Value dropdown will also appear for each tax ID field. Select a value in either dropdown and the other will fill automatically. These fields are hidden when the E-Invoicing integration is off.
3. Click Save.