#Tax IDs

Customers and billers can store up to two tax IDs each. These appear on invoices, PDFs, and in the customer portal.

#Tax ID 1: Primary Tax Identifier

#Tax ID 2: Additional Identifier

#How to Set Tax IDs

1. Edit a customer or biller
2. Go to the Tax IDs tab
3. Fill in the label (e.g., "VAT", "EIN") and the number
4. Save

Both fields are free-text so any format works. The label and number are independent: use whatever labelling convention your jurisdiction requires.

#Where Tax IDs Appear