To update the additional information presented in your PDF reports, just go to Settings and proceed to PDF Report Settings. Update the information in fields such as Name, Title/Position, and TIN for the following positions:

  • President/Vice President/Principal Officer/Accredited Tax Agent/Authorized Representative/Taxpayer
  • Treasurer/Assistant Treasurer
  • Tax Agent Acc. No./Atty's Roll No.(if applicable)

After filling out the fields with the appropriate information, click the Update Information button to save your changes.

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