Add a FEIN/Tax ID

In the Information tab of an organization contact, you can add the FEIN or Tax ID by using the FEIN/Tax ID box.

To add a FEIN or Tax ID:

  1. Select the Edit link next to FEIN/Tax ID to open the FEIN/Tax ID box.
  2. In the FEIN/Tax ID box, type the contact’s FEIN or Tax ID number.
  3. Press Enter/Return on your keyboard.