To update the additional information presented in your PDF reports, on the dashboard menu bar 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.

Did this answer your question?