To edit your tax profile:
To begin, log in to your dashboard at portal.davosalestax.com.
On your DAVO dashboard, go to settings. Look for “Tax Profile” and click there.
Select the arrow to the left of the location you would like to add or edit a tax profile for.
To the right of the location address, click on the blue box with an up arrow in it.
This page shows your bank account info and your Tax profile information. Under tax profile, select 'Edit” to edit your existing tax profile.
A pop-up will appear. DAVO automatically populates the form with the questions you need to answer, including:
Company Legal Name
State Tax Id
And other fields
Fill out the form with the appropriate information. Make sure you are using the correct credentials for the State Tax site, or DAVO will alert you that the credentials are invalid.
After you finish filling in the information, click Save, and you are finished Editing your Tax profile!
To add a new tax profile:
Select 'Add Tax Profile', this will prompt you to enter a new tax profile for your business
From the dropdown menu, Select the State you need to setup a Tax profile for.
Fill out the form with the appropriate information.
If your state account requires 2-factor authentication, please contact us through online chat so that we can gain access to your account.