Account & Data
Updating Business Details & Tax ID
Keep your registered legal entity name, GSTIN / VAT / EIN / Tax ID number, official physical address, and contact details accurate across all client invoices and contracts.
Your legal business details, registered company address, and tax identification numbers appear automatically on every client-facing document generated in Flanceflow—including formal invoice PDFs, payment receipts, and client portal headers. Keeping these details up to date ensures your invoices remain legally compliant with your local tax authority and corporate accounting regulations.
How to update your business profile & tax details
- Click on "Settings" in the main left sidebar navigation.
- Select the "Workspace Profile" or "Business Details" tab.
- Enter your Registered Legal Entity Name (e.g., "Sarah Chen LLC" or "Acrobat Design Studio Pvt Ltd").
- Upload or replace your high-resolution studio logo (recommended: 400x120px transparent PNG or SVG).
- Enter your Tax Identification Number (e.g., GSTIN in India, VAT Number in the EU/UK, EIN/SSN in the US, or Business Number in Australia).
- Enter your registered Physical Business Address (street, city, state/province, postal code, and country).
- Provide your primary support and billing email address and public phone number.
- Click the "Save Changes" button. An instant toast will confirm the workspace settings have been updated.
- Open any existing invoice in preview mode to verify that the updated legal name, tax number, and address render cleanly in the header.
Business profile fields & tax specifications
| Field name | Required on invoices? | Tax compliance jurisdiction | Display location |
|---|---|---|---|
| Legal Business Name | Yes | Global (IRS, HMRC, GST, CRA) | Top-left of invoice header & client portal |
| Tax ID / GSTIN / VAT | Mandatory for B2B tax credits | India (GSTIN), EU/UK (VAT), US (EIN) | Directly beneath legal business name |
| Registered Street Address | Yes | Legal invoicing regulations worldwide | Invoice sender block and footer |
| Contact Email & Phone | Recommended | General corporate communication | Invoice header contact metadata |
Tax compliance recommendations
- Dual tax identifiers: If you operate internationally, you can include secondary tax identifiers (e.g., both an Indian GSTIN and an international LUT registration code) in the Tax ID field.
- Logo display sizing: Transparent PNG files with dark or white logos scale automatically across both Light and Dark PDF invoice templates.
- Separate trading name vs. legal name: If your trading brand differs from your legal LLC or Pvt Ltd entity, enter your trading name in "Display Name" and legal registered entity in "Legal Name".
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