How do I add my organization’s tax information to a transaction’s PDF?

To display your organisation’s tax information in transaction PDFs, you have to add your organisation’s tax information in Zoho Books. Here’s how:

• Go to Settings in the top right corner.
• Select Profile under Organisation.
• On the Organisation Profile page, scroll down and:
  • Click the Tax ID dropdown and select the appropriate Tax Identification Number based on your country.
  • Enter the tax number of your organisation in the field next to the Tax ID dropdown.

Now, to display your organisation’s tax information in transaction PDFs:

• Go to Settings in the top right corner.
• Select General under Preferences.
• Scroll down to the Organisation Address Format section.
• Click the Insert Placeholders dropdown and select Tax ID and it’s value.
• Click Save.

Your organisation’s tax information will now be displayed in transaction PDFs.