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

To add a new Tax ID, head over to Settings > Insurance Settings > Tax IDs:

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 trashcan icon located right next to the pencil icon:

Now you will want to assign that Tax ID to your Clinic. Head to Settings > Location Settings > Clinics and select the Tax ID from the drop-down and hit SAVE.

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