GoHighLevel Agency Tax ID Setup Guide

If you use ClickUp or other project tools to manage client operations, you also need accurate billing details inside GoHighLevel. This how-to guide explains, step by step, how agency owners can add or update a Tax ID so that payment records and invoices in GoHighLevel stay correct for accounting and compliance.

The process only takes a few minutes. You will work inside the Billing section of your agency account, and you can update this information at any time without affecting your existing subscriptions.

Why Your GoHighLevel Agency Tax ID Matters

Before you start, it helps to understand why the Tax ID field in GoHighLevel is important for your agency.

• Accurate billing records: Ensures invoices and payment receipts show the correct legal identifier.
• Tax and compliance needs: Helps your bookkeeper and accountant reconcile payments and charges.
• Client documentation: Some clients require invoices that display your official Tax ID.
• Professional profile: Keeps your GoHighLevel agency account aligned with your registered business details.

Once your Tax ID is saved, it becomes part of your agency billing profile and is used for future billing-related documentation generated by the platform.

Where to Find Tax ID Settings in GoHighLevel

The Tax ID field is located inside the Billing area of your GoHighLevel agency dashboard. You must be logged in as an agency-level user with permission to access billing settings.

In the next sections, you will see the exact clicks and fields so you can complete the setup in a single pass.

How to Add or Update Your GoHighLevel Agency Tax ID

Follow these steps to add a new Tax ID or edit an existing one in your agency account.

Step 1: Log in to Your GoHighLevel Agency Account

1. Open your web browser.
2. Go to the official GoHighLevel login page.
3. Enter your agency email and password.
4. Click Sign In to access your agency dashboard.

Make sure you are in the agency view and not inside a specific sub-account, because billing configuration for the Tax ID is controlled at the agency level.

Step 2: Open the Billing Area in GoHighLevel

1. From the left-hand navigation menu, locate the Settings or Profile section, depending on your interface layout.
2. Click on Billing to open your agency billing page.

This Billing area is where GoHighLevel stores your payment method, subscription details, and business information, including the Tax ID field you are going to update.

Step 3: Locate the Tax ID Field

1. On the Billing page, find the section that displays your agency billing profile information.
2. Look for a labeled field titled Tax ID or similar wording.

The Tax ID field usually appears near your business name, address, and contact details, because GoHighLevel groups all core billing identity information in one place for easy management.

Step 4: Enter or Edit Your Tax ID

1. Click inside the Tax ID field.
2. If you have not entered a Tax ID before, the field will be blank. If you are updating it, you will see the existing value.
3. Type your official agency Tax ID number exactly as it should appear on invoices and financial records.

Use the correct format required in your country or region. For example, this could be an EIN, VAT, GST, or other government-issued tax identifier. While GoHighLevel does not validate the number against government records, you should confirm that the entry matches your official documentation.

Step 5: Save Your GoHighLevel Billing Changes

1. After entering the Tax ID, scroll to the bottom or top of the billing profile section.
2. Click the Save or Update button to store your changes.

Once saved, the new or updated Tax ID becomes part of your agency billing profile and may appear on relevant billing communications created by GoHighLevel, depending on your region and invoice format.

Best Practices for Managing Your GoHighLevel Tax ID

To keep your billing data in GoHighLevel accurate, follow these best practices:

• Verify before saving: Double-check every digit of your Tax ID before you click Save.
• Update after legal changes: If your agency changes legal structure or registers a new Tax ID, update the field immediately in your GoHighLevel billing profile.
• Secure access: Restrict Billing access only to team members who must manage financial details.
• Keep records: Store copies of official tax documents so you can confirm the number if you ever need to re-enter it.

Following these simple practices reduces billing errors and keeps your GoHighLevel data aligned with your official records.

Troubleshooting GoHighLevel Tax ID Issues

If you experience problems while adding or editing your Tax ID, review the points below.

Unable to Access the Billing Page

• Confirm you are logged in as an agency-level user.
• If you are part of a team, ask the account owner or administrator to grant Billing permissions in GoHighLevel.
• Try logging out and back in, or use an incognito browser window.

Tax ID Will Not Save

• Check that all required billing fields (such as business name or address) are filled in.
• Ensure there are no unsupported characters in the Tax ID field.
• Test your internet connection and try saving again.

If issues continue, you can review the official GoHighLevel documentation for the agency Tax ID feature at this support article, or contact the platform’s support team from within your account.

Using Your GoHighLevel Tax ID With Other Systems

Many agencies coordinate billing information across several platforms. Once your Tax ID is saved inside GoHighLevel, use the same identifier in your accounting and CRM systems so that all records line up correctly.

If you collaborate with external consultants or technical partners for integrations and automation, give them clear documentation of your Tax ID format and where it is stored in GoHighLevel to reduce configuration errors.

For broader marketing and CRM strategy support beyond this basic how-to, you can also review specialist resources such as Consultevo, which focuses on implementation and optimization services for agencies.

Summary: Keep Your GoHighLevel Agency Billing Accurate

Adding your Tax ID to your agency billing profile is a quick but essential configuration step. The process inside GoHighLevel can be summarized as follows:

1. Log in to your agency account.
2. Open the Billing section.
3. Locate the Tax ID field.
4. Enter or edit your official Tax ID.
5. Save your billing profile changes.

Once completed, your GoHighLevel account will use the updated Tax ID for billing-related records, helping your agency maintain professional, consistent, and compliant financial documentation.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`