We know taxes can be a headache, but getting a Tax ID added doesn't have to be!! 😊

To add a new Tax ID, go to the settings page and click Tax IDs, located under the insurance Settings section.

Next, click Add a Tax ID.

Now, it's time to enter the Tax ID, along with the mailing address, but don't worry, once you start typing in the address, the system will pre-populate the address so you just have to select it and click Create Tax ID!

To Edit a Tax ID, simply click the Pencil icon on the right side of the screen.

Alternatively, to delete a Tax ID, click on the red trash can icon located right next to the Edit Icon

Now you will want to assign that Tax ID to your Clinic. Head to SETTINGS>CLINICS>EDIT and select the Tax ID from the drop-down and hit SAVE.

Now, if only the rest of our taxes could be this easy! 🙌🏼