Show Tax IDs in GoHighLevel

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How to Display Tax IDs on Invoices in GoHighLevel

If you manage billing in tools like ClickUp alongside your CRM, you may also need to configure tax details directly inside GoHighLevel. This guide shows you exactly how to display both your business tax ID and your client tax ID on invoices so that your billing is compliant and clearly presented.

The steps below walk you through enabling tax ID fields, deciding where they appear, and understanding how they show up on the final invoice your clients receive.

Overview of Tax IDs in GoHighLevel

Within GoHighLevel, you can control whether tax identification numbers appear for:

  • Your own business (company tax ID on invoices)
  • Your client (customer tax ID on invoices)
  • Both business and client at the same time

These options live inside the Company Settings area of your account and are managed at the Business Profile level.

Accessing Company Settings in GoHighLevel

To start configuring tax IDs, you first need to open the correct settings section in GoHighLevel.

  1. Log in to your GoHighLevel account with an admin or appropriate permissions.
  2. From the main left-hand navigation, go to the Agency View or appropriate area where Settings is visible.
  3. Click on Settings.
  4. Select Company or the equivalent Company Settings section.

Inside this Company Settings page, you will see multiple configuration areas, including those related to your Business Profile and billing.

Configuring the Business Profile in GoHighLevel

The Business Profile section is where you define information that appears on your invoices, including tax data.

  1. In Company Settings, locate the Business Profile area.
  2. Review basic company information such as:
  • Business name
  • Business address
  • Contact details

Below these details, you will find fields and toggles related to your company tax ID. These settings determine if and how your tax information is displayed on your GoHighLevel invoices.

How to Show Your Business Tax ID on GoHighLevel Invoices

To display your own company tax ID on invoices generated in GoHighLevel, follow these steps.

  1. In the Business Profile section, locate the option related to Business Tax ID or similar tax identifier.
  2. Enter your official tax ID value exactly as you want it to appear on invoices.
  3. Enable the toggle or checkbox to Show Business Tax ID on Invoices (wording may vary).
  4. Save your changes at the bottom or top of the page.

Once enabled and saved, your business tax ID will appear on new invoices generated through the platform.

Where the Business Tax ID Appears on the Invoice

When the business tax ID setting is turned on in GoHighLevel:

  • The tax ID typically appears in the business information section of the invoice.
  • It is usually grouped with your company name, address, and contact details.
  • This information is visible to the client on downloaded or emailed invoices.

If you ever need to update the tax ID, you can return to the Business Profile section, change the value, and save again. New invoices will then use the updated information.

How to Show Client Tax IDs on GoHighLevel Invoices

In addition to your own tax ID, GoHighLevel allows you to show the tax ID for your client. This is useful for business customers that require their tax number to appear on all invoices for accounting or compliance reasons.

  1. Open the relevant contact or company record for your client inside GoHighLevel.
  2. Locate the field labeled Tax ID, VAT Number, or similar (depending on your configuration).
  3. Enter your client’s tax ID exactly as they provided it.
  4. Save the contact or company record.

After saving, this client tax ID becomes available for display on invoices.

Invoice Behavior for Client Tax IDs

When a client tax ID is stored on the contact or company record in GoHighLevel:

  • The tax ID appears in the client information section of the invoice.
  • It is usually shown near the client name, address, and email.
  • If the field is blank, no client tax ID is printed on the invoice.

This behavior allows you to control tax IDs per client: only those customers who provide a tax ID will see it on their invoices.

Showing Both Business and Client Tax IDs in GoHighLevel

You can show both sides’ tax details at the same time on a single invoice, as long as each area is configured correctly.

  1. Make sure your business tax ID is set and enabled in Business Profile.
  2. Ensure the specific client has a tax ID saved in their contact or company record.
  3. Create a new invoice for that client within GoHighLevel.
  4. Preview the invoice to verify that:
  • Your business tax ID appears with your company details.
  • The client tax ID appears with the customer details.

If either tax ID is missing, revisit the relevant settings and confirm that the fields are populated and toggles are enabled where required.

Verifying Tax IDs Before Sending Invoices

Before sending invoices to clients from GoHighLevel, it is a good practice to verify:

  • The business tax ID is up to date and correct.
  • Client tax IDs match official records provided by the customer.
  • Formatting of tax IDs follows local requirements (for example, including or excluding country codes where appropriate).

This quick review helps avoid rejected invoices or compliance issues later.

Tips for Managing Tax IDs in GoHighLevel

To keep your invoicing process smooth, consider the following best practices:

  • Standardize data entry: Decide on a consistent format for tax IDs (with or without spaces, dashes, or country prefixes) and apply it across all GoHighLevel records.
  • Use custom fields if needed: If your region requires multiple identifiers, explore custom fields to store additional numbers while still using the main tax ID on the invoice.
  • Train your team: Make sure your billing or sales team knows where to enter tax IDs so they are captured at the start of the client relationship.
  • Test with a sample invoice: After any major change to company data, create a test invoice to confirm that both business and client tax IDs display correctly.

More Resources for GoHighLevel Users

For more detailed reference on this specific feature, you can review the original documentation from the platform provider here: How to Display Business and Client Tax IDs on Invoices.

If you want broader strategy help connecting your GoHighLevel setup with marketing, CRM workflows, or automation consulting, you can also visit Consultevo for specialized support and implementation services.

Conclusion: Clean, Compliant Invoices with GoHighLevel

By configuring tax IDs correctly in GoHighLevel, you ensure that every invoice contains the information required by your clients and by local regulations. Using the Business Profile for your company tax ID and the contact or company records for client tax IDs, you can control exactly what appears in each section of the invoice and keep your billing process both professional and compliant.

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