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How to add or update your tax ID in Sally AI

You can add or update your tax ID at any time, so your tax information appears correctly on every invoice from then on.

The ID is not kept in Sally itself but in the Stripe customer portal. One click in the payment settings takes you there.

To add or update your tax ID:

  1. Open Settings at the bottom of the left sidebar.
Sally sidebar with the Settings entry highlighted at the bottom left
Figure 1: Open Settings
  1. Under Administration, open Payment and go to the Payment section.
  2. Click Edit invoice information. This takes you to the Stripe customer portal.
Payment section in the settings with the invoice information and the Edit invoice information button
Figure 2: Edit the invoice information
  1. Under Billing information, click Update information.
Stripe customer portal with the Billing information section and the Update information entry highlighted
Figure 3: Click Update information
  1. Under Tax ID, pick the type on the left. For a German VAT number that is DE VAT.
Billing information form with an empty tax ID field and the ID type selector
Figure 4: Pick the type of tax ID
  1. Enter the number next to it, DE123456789 for instance. The × removes an ID again, and + Add another ID right below stores a second one.
  2. Click Save.
Billing information form with the tax ID filled in as DE VAT and the number
Figure 5: Enter the number and save
Info

After your update, the entered tax ID will appear on all future invoices.

Please note: the change is not applied retroactively. Your tax ID appears only on invoices issued after it.