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Tax ID (EIN) or SSN displaying incorrectly

 If your Tax ID or SSN is displaying incorrectly on client billing documents, you'll want to follow these steps to update your settings:

  • Go to My Account > Settings > Billing and Services.
  • In the Billing Settings section, locate the Tax ID or SS# dropdown options.
  • Check how the entry is formatted. A Tax ID must be formatted xx-xxxxxxx (including the hyphen), and a SSN must be formatted xxx-xx-xxxx (including the hyphens). 
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  • If you formatting the entry as an SSN, you will also have the option to adjust the display options from this dropdown:
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