Taulia experience center
CUSTOMER SUPPORT SERVICES
CUSTOMER SUPPORT SERVICES
We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.
Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.
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Please log in to your Portal. Go to My Details > Tax Identifiers
Proceed to Add New Tax Identifier
Enter the following:
- Country from the drop-down menu
- Tax Type you want to add
- Tax ID
- If required, attach a file to validate your Tax ID (such as a W9). Click here to download and complete a W-9 form.
VAT registration - proper entry of VAT format is required. Please see VAT TAX GUIDANCE for the correct VAT format per country code. The VAT format varies per country.Using the incorrect VAT format will not be accepted. Please visit the site below to determine the correct VAT registration format for your country: http://www.hmrc.gov.uk/vat/managing/international/esl/country-codes.htm W9 - W9 forms can be found in the IRS website: http://www.irs.gov/pub/irs-pdf/fw9.pdf
Select Submit
You will see this message confirming that your new Tax ID has been accepted: "Your new tax ID is valid and has been added."
Please note that your customer may need to verify your tax information before you are able to submit invoices through the portal.
Easily upload new invoices to Taulia for AR financing.
This article will explain the most common reasons why an AR Financing invoice may not be in Available status.
Information on Taulia’s supplier deactivation policy.
Article for some basic troubleshooting steps that you should perform to make sure that the Taulia Add-on sent out your data successfully.
This article explains what to be checked when the supplier reports their invoice has failed submission and shows in the portal status INCOMPLETE failing due to Transmission Error.
Easily view all of your AR Financing invoices, view and request AR Financing early payments, and view payments associated with AR Financing invoices from the Receivables Invoices page.
Vanessa, Technical Services Manager
