Taxpayer Identification

This lesson explains how to edit/change your Taxpayer or Personal Identification Information.

1. Navigate to Taxpayer/Personal Identification Information:
   • Click on    tab on right side of screen.
   • Click on Taxpayer/Personal Identification Information link.
     
   • Taxpayer/Personal Identification Information entered during registration will automatically display.
2. Edit Taxpayer/Personal Identification Information:
   • To edit EIN or change to EIN, click on radio button labeled “EIN”.
   • Click on    button to right of Taxpayer ID (EIN) if visible.
     Note: Information previously entered deletes as soon as you click on    button.
     
   • Enter and Confirm Taxpayer ID number.
   • Click on    button.
     
   • OR, to edit SSN or change to SSN, click on radio button labeled “SSN”.
     Note: SSN number might be used if you are a sole proprietor or you do not have a taxpayer identification number.
   • Click on   button to right of Taxpayer ID (SSN) if visible.
     Note: Information previously entered deletes as soon as you click on    button.
     
   • Enter and Confirm Taxpayer ID (SSN) number.
   • Click on Date of Birth field to enter Birth Date.
     Note: Date of Birth should be in MM/DD/YYYY format.
   • Click on    button.
     
   • OR, to edit Document Identification Number or change to Document Identification Number, click on radio button labeled “I do not have a U.S. Taxpayer ID”.
   • Click on    button to right of Document Identification Number if visible.
     Note: Information previously entered deletes as soon as you click on   button.
     
   • Click on Document Type field to enter new Document type.
   • Enter Document Identification Number.
   • Click on drop down arrow labeled “Country of Issuance” and scroll down to select new country.
   • Click on Date of Birth field to enter Birth Date.
     Note: Date of Birth should be in MM/DD/YYYY format.
   • Click on    button.
     
3. View Taxpayer/Personal Identification History:
   • Click on   link.
     
   • History of changes made to Taxpayer/Personal Identification information display in new web browser window.
     
   • Click on    button in upper right corner of History window to exit.