8.1 General Tab.

 

The first time you are setting up the organisation, please enter the settings for your organisation under “General” (the top left-hand tab).

 

We will copy the Legal Name and Trading Name from Xero for your Tax Gnome Organisation.

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Tax Number – Enter the relevant IRD Tax number for this entity if you are an AIM customer. 

 

Otherwise this field can be left blank.

 

Then click on “Save” (Lower right-hand side).