Youtube Video available here
Edit your Worker Profile on the Home screen to include personal and business information that you’d like to add to invoices. Also include the relevant Tax Rates, which will be automatically applied to invoices.
The following fields are optional and can be filled in to provide additional details that help streamline worker identification, payment processing, and tax management.
| Field | Description |
|---|---|
| Entity Name | The registered business or organization name associated with the worker. Useful for invoicing or payment records under a company name rather than an individual. |
| Entity Reg. # | The official registration number of the worker’s business entity (if applicable). Helps with compliance and verification purposes. |
| Address Line 1 | The primary address of the worker or their business location. |
| Address Line 2 | Additional address details such as suite, apartment, or building number. |
| Phone | A contact number for quick communication or verification. |
| Tax # | The worker’s tax identification number. Useful for generating tax-compliant invoices and reports. |
| Tax Type | Specifies the type of tax applicable (e.g., VAT, GST, Income Tax). Helps ensure accurate calculations during payment or billing. |
| Tax % | The tax rate associated with the worker’s tax type. Enables automatic tax computation where applicable. |
| Country | The country of the worker or business. Helps apply correct currency, tax rules, and localization settings. |
| IBAN | The International Bank Account Number for global payments. Ensures accurate and secure transfers to the correct account. |
| Bank Account # | The local bank account number used for direct payments. |
| Bank Routing/Transit # | The routing or transit number required for processing domestic bank transfers. |