Account Management Portal
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      Exclude Tax In My Dashboard and Reports

      How to change the tax reporting information within your Account Manager application

      Things To Note

      • It may take up to 24 hours for your initial information to load to Account Manager from initial registry

      • When this setting is enabled taxes will not be included in the dashboard widgets/charts

      How To

      1. Log into your Account Management Portal, Click here for steps to log in.

      2. Upon log in you will be directed to the Settings page.

        1. You can access the settings page at any time by clicking the 3 lines in the upper right.

      3. In the Dashboard section of Settings, select Dashboard General

      4. Select Don’t Include Tax

        1. When this is enabled taxes will not be included in the dashboard widgets/charts

      5. Click the Check Mark in the blue circle at the bottom right to save changes