Capture a vendor's tax details so payments and filings are handled correctly. The Country you choose decides which tax fields appear.
🇮🇳 India only — this section applies to India (IN) accounts.
🇺🇸 United States only — this section applies to United States (US) accounts.
Where to enter it
On the Basic Info step (the Tax Information section) when you add or edit a vendor.
Fields by region
- 🇮🇳 India — PAN and GSTIN, plus (where relevant) TAN, Udyam / MSME classification, and TDS section.
- 🇺🇸 US — Tax ID (EIN/SSN) and the 1099 Eligible checkbox.
Verification and documents
- 🇮🇳 The vendor's Verification tab checks details like PAN, GSTIN, TAN, and MSME/Udyam status.
- Attach supporting documents in the Documents tab — for example, a W-9 (US) or a GST certificate / PAN card (India).
Note: A vendor's MSME status can affect payment terms (such as India's 45-day payment rule), so it's worth recording accurately.