Tax info

The Tax info page holds your tax ID and address for customers filing 1099s. Dash.fi never shares your tax info unless a customer requests it and you approve.

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Publish tax info

1. Click Publish tax info.
2. Fill in the details:

   Field	Notes
   Tax ID type	EIN or SSN.
   Tax ID	9 digits.
   Street address	Required.
   Line 2	Optional.
   City, State, ZIP code	Required.
   Country	Pick from the list. Defaults to United States.

3. Under Shared with, choose All connected customers or Selected customers only. You set this in the same step, so your tax info is never public by accident.
4. Click Publish.

Customers you approve can then copy your tax info into their records.

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Edit tax info

The Published tax info card shows your tax ID type, tax ID, address, and who it’s shared with. Click Edit, make your changes, and click Publish. Saving publishes a new version, and every customer holding your tax info is offered the change.

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Withdraw tax info

Click Withdraw tax info below the card, then confirm. Customers holding a copy are offered a removal. Dash.fi keeps your Shared with choice for the next time you publish.