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Support Topic

Q. What tax document can I submit to my customer?: 000003521

Article Number: 000003521

You typically need to upload supporting documentation in order to update your tax ID under My Details > Tax Identifiers. It might also be required when you are enrolling to use Taulia for the first time.

It is up to your customer on what type of tax document they will accept. W2 is generally accepted as tax documentation. Please contact your customer if you have additional questions.
 

To learn how to add your tax identifiers, click here.


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. How do I enroll/register to use the Taulia platform?: 000006479

Information on how to enroll to start using Taulia.

Q. How do I enable/disable the auto-acceptance of Early Payments Offers? (Cashflow™): 000003181

Learn how to turn on Cashflow™, a feature that enables you to automatically receive early payments after invoice approval by customers in exchange for a percentage.

Q. How do I update my tax identifiers in the portal?: 000003611

Managing your company tax ID numbers through the platform.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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