Adding a Tax ID to Accounts

You are able to track the Tax ID number (EIN or VAT number) for your accounts. This can also be added to your invoice and other templates.

To add an account's Tax ID number:

  1. On the account's overview page, click the edit pencil icon by General Information.
  2. Add the number to the Tax ID field and click Save.
  3. The Tax ID has been added.

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