Method 2: Get TIN
This function is specially designed to ease your time to collect your customer’s tax entity information. You can search or just need to generate a link for your customer to fill in. How does it work?
1. Go to Master Data > Customer and click on 'Edit'.
2. Click on ‘Tax Entity’. Click the shortcut button + and a small Tax Entity window will pop up.
3. Click on ‘Search Company’, another window will pop up.
4. You can search by Company Name, Business Registration No, TIN or Company Tax Information Link. Click ‘Retrieve Company Tax Information’.
Note: If you are able to search for the company, it means the company has given the authorization to share their company tax information when they are filling up the company tax information from the Generate Request Link, so that AutoCount Cloud Accounting users could retrieve the information.
5. The customer’s tax entity will be auto-filled, all you need to do is just click ‘Save’.
You are done.
However, if you are not able to search for the customer’s tax entity, you can use ‘Request Company Tax Information’ function to generate a link and send to your customer to fill in.
6. Click ‘Request Company Tax Information’ , then click on ‘Generate Request Link’.
7. Click ‘Copy Request Link’ and send it to your customer, they will be redirected to a form to fill in the information.
Term | Purpose |
Copy Request Link | Copy the link and send it to your customer |
Retrieve Company Tax Information | Click this button after your customer has filled in the information so the information will be mapped into the customer’s Tax Entity |
Generate New Request | To generate a New Request Link |
8. Customers will key in their information in this form.
9. Before submitting the information, customer has the option to tick or untick the box to share their company tax information to allow other AutoCount users to search their company in AutoCount Cloud Accounting.
10. User will be prompted a pop up to the enter the verification code.
11. Customer will need to key in the verification code sent to the provided email in order to submit the company tax entity information.
Note: Kindly check junk/spam box if verification code email not found in inbox.
12. Both you and customer will be notified of the information update via email.
13. Once you had received this email, you can now go back to edit the customer, click on 'Tax Entity', then click +.
14. Once you click on +, it will auto prompt that customer has filled the information. Click ‘Yes’ if you want to auto update the tax entity with customer company information.
15. The customer’s tax entity will be auto-filled, click ‘Save’ and setup is done.
Batch Request & Retrieve Company Tax Information
Worry not, if you have many customers you would like to send the link to request their company information, you can use the ‘Batch Request’ function. This function allows you to batch request by sending the link to their email address.
1. Click on ‘Batch Request Company Tax Information’.
2. Tick the customers that you wish to send the link to, make sure the email address is filled in as the link will be sent to their email address.
3. Customer will receive the link in their inbox and just fill in accordingly, can refer to step 8 above.
In the situation your customer did not receive the link, you can go back to ‘Batch Retrieve Company Tax Information’ and click 'Resend Email'.
4. For batch retrieve company tax information, click on 'Batch Retrieve Company Tax Information', tick on particular customer or tick all, then click on ‘Retrieve Information’.
The status 'Customer tax entity created successfully' means that the customer tax entity has been updated in the system.
Status Error: Company Information record is incomplete, please wait for the customer to fill it. This means the customer has not yet updated their information.
5. Tax Entity will be mapped back to your customer automatically.
By : Seck Voon 240822