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Tax ID (EIN) or SSN displaying incorrectly

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). 
  • 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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