Creating and editing your tax receipt profile

A mailing address saved to your tax receipt profile can be updated in your account.

Adding a new tax receipt recipient

  1. Click your profile image in the upper right-hand corner of your account. 
  2. Select Account Settings in the drop-down menu.
  3. Click Tax Receipt Recipients on the left.
  4. Click the blue Add New button. 

  5. Fill out the new tax receipt information and click Save Changes

Editing a tax receipt recipient

  1. Click your profile image in the upper right-hand corner of your account. 
  2. Select Account Settings in the drop-down menu.
  3. Click Tax Receipt Recipients on the left.
  4. Find the tax receipt recipient profile you'd like to edit and click the icon next to your account number. 
  5. Click Edit in the drop-down menu.
  6. Fill out the new tax receipt information and click Save Changes

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