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How to add Tax Information

Overview

Add tax-related information, such as locations and values for your legal entities, persons, or assets.

How to add tax ID

  • Open the detail view, and go to “Addresses & Countries”. Under the section “Tax domicile” you can add the different IDs.
  • The field “Tax ID” is a free text field; use it to specify the tax type you are adding (VAT, EIN, income tax, sales tax, etc)
  • Blend in all the tax IDs across your structure with one click
 
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How to add a tax value

  • Go to the “Valuations” section of the detail view. Add your tax value(s) and make this information visible in the card
 
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