How do I update the tax identification number on my account?

Q: How do I update the tax identification number on my account?

UPDATE TAX ID Use the button above or follow the below procedure to update your tax identification number in Client Portal: Log in to Client Portal . Click the User menu (head and shoulders icon in the top right corner) followed by Settings . Then under the Account Settings section find Account Profile. Click on Profile of the proper user's name The available Tax Forms are displayed at the bottom of the window Click Update Tax Forms in the bottom right Review the form. If the tax Id is incorrect, update the information and click UPDATE at the bottom of the form. Click CONTINUE to submit your request. We will contact you if supporting documentation is required to approve your information change request. If not, we should process your request within 1-2 business days.

Question

Accepted Answer

UPDATE TAX ID

Use the button above or follow the below procedure to update your tax identification number in Client Portal:

Log in to Client Portal.
Click the User menu (head and shoulders icon in the top right corner) followed by Settings.
Then under the Account Settings section find Account Profile.
Click on Profile of the proper user's name
The available Tax Forms are displayed at the bottom of the window
Click Update Tax Forms in the bottom right
Review the form. If the tax Id is incorrect, update the information and click UPDATE at the bottom of the form.
Click CONTINUE to submit your request.

We will contact you if supporting documentation is required to approve your information change request. If not, we should process your request within 1-2 business days.