What’s my tax number?
As in the ‘number’, or what is a ‘tax number’?
I set the invoice to include my bank details. But it was showing the default, dummy bank details. I had to go find that and change it. Surely that’s just a smart default that should be set.
In our testing most of the users just edit the default bank, not create a new one. It’s impossible for use to know whats a real bank account and not. So we just look at the human behaviour and ‘hack’ that.
However we do give you the option to include the new bank account in your invoice while creating that account.
I set up Stripe and assumed it would be added to all invoices. Even when I sent my self the invoice by mail, the payment option wasn’t there. Again, I had to go outside the invoice settings to another part of the app to add Stripe to my invoices. I assumed this could be done from within the invoice settings.
When adding your stripe account you’re given an option to add it to your invoices. We can’t add it to all invoices because the idea of templates is so people with multiple trading names can run them as separate business.
However, we could attach it to the default template as default, and also provide the payment option in the invoice template edit mode as an option.
As for tax number, here’s a suggestion for making it easier. And I know I sound like a dick, but I’m a paying customer who had a genuine frustrating problem
Provide a tooltip in the form (don’t tell me to download an ebook) telling me what a tax number is and where i might be available to find it.
In our experience people don’t read tool tip or any explainer text. It’s accounts they hate it and want to automate it, right!
So we try and provide super simple explainer docs. If you’re a sole trader we send you a mail from Mint Blogger as an FAQ. Also that eBook is the most read item in our community site
We also make the doc very tongue and cheek
Also, don’t make the tax number a mandatory field. If as you suggested I could just input my VAT number instead, obviously the tax number isn’t that important.
Your tax number is probably the most important number. The reason people don’t really know about it is because it’s just used once or twice a year, where as VAT is used by consumers.
We can’t ‘say’, it’s the same as your VAT number because sometimes it isn’t.
Every company does 3 types of returns (plus lots more depending on the business).
- VAT return called the VAT3 for sales tax – VAT No – we automate them
- P30 & P35l for payroll – PPS No – we automate them
- Corporate Tax Return – Company Tax No – we don’t automate them