Configure Tax Entity Identifiers

Add one or more tax or business identifiers to your Site, such as a VAT number, GLN, or a country-specific national tax ID. These Entity Identifiers appear on your Invoices and support e-Invoicing compliance in the countries that require them.

Add an identifier

Go to Config > Settings > Taxes, which requires the permission described as manages product catalog, settings, and integrations.

Each identifier has a Kind and a Value. Choose the Kind that matches the identifier you're adding, such as EU VAT, GLN, DUNS, LEI, or a national tax ID for a specific country, then enter its Value. You can add more than one identifier to the same Site, for example a VAT number alongside a national tax ID.

Identifiers you add here appear on the Invoice landing page and on the Invoice PDF.

How identifiers interact with the tax origin country

The Kinds offered in the drop-down depend on your Tax Origin Address's Country. Some Kinds, such as GLN or Company-Reg No., are available regardless of country; others, such as a VAT ID, are available only for countries that use them.

If you change the Tax Origin Address's Country, an identifier whose Kind the new country doesn't use is removed from the form, while one whose Kind the new country also uses is kept. Saving the form deletes an identifier that was removed this way. Changing back to a country that uses the Kind, before you save, brings a removed identifier back. An identifier already stored under a Kind your current country doesn't use is left alone and keeps showing its own Kind until you change the Country or remove it yourself.

Which identifier Maxio uses when you store more than one

If you store more than one identifier on your Tax Origin Address, Maxio picks one of them as your tax identity. It appears as the seller's Tax ID on Invoice PDFs, and it's the seller's endpoint ID and tax registration ID in Peppol e-Invoicing documents. A Finnish OVT Code is not a tax identity. When you store one, Maxio uses it as the endpoint ID in Peppol documents instead.

A Company-Reg No. is used as the tax identity only when it's the only identifier you store, not counting a Finnish OVT Code. Any other Kind, such as a VAT ID, a GLN, or a country-specific national tax ID, is preferred over a Company-Reg No., even if the Company-Reg No. was added first. Among those other Kinds, Maxio uses the one you added first. If you delete one of them and add it again, it counts as the newest. The Company-Reg No. is still stored and still shown on the Taxes settings page when it isn't the tax identity.

Related information

For the Tax ID and VAT validation fields on a Customer record, see Add New Customers.