Updating your Tax Information

Summary

You can add or update your tax information from within your Manage License screen.

Tax information is held per subscription, so it can be different for each license, and updating one license will not affect any others, even if they use the same information. This also means that you cannot add tax information to a license that has no subscription.

Steps To Update

Gravity Forms account dashboard options for editing your tax information.
  1. Log into your Gravity Forms account and go to Your Licenses area.
  2. Click Manage License button for the license you wish to edit.
  3. Within the License Details page, You will see a Tax Information area, click the Update button to the right of it, or the Add button if you have no tax details entered yet.
  4. This will present a dialog that allows you to enter your tax type and tax number information.
  5. Click Save once you are done editing.
Dialog shown when updating tax information.

Steps To Delete

  1. Log into your Gravity Forms account and go to Your Licenses area.
  2. Click Manage License button for the license you wish to edit.
  3. Within the License Details page, You will see a Tax Information area, click the Delete button to the right of it.
  4. This will present a dialog that allows you to confirm deletion.

Where do I see this information?

Your tax information is displayed on your receipts. Any receipt generated for that subscription renewal will show the tax information you have added.

You can also edit the tax information on a previous receipt temporarily, (just for the purpose of modifying it when re-printing). See this article for instructions on that process. This will not modify the tax information attached to the subscription.

If you transfer a license to another party, all subscription information is removed from that license, which results in the removal of all tax information.